Mehta Wealth Management Group
Managing our client’s money is a great honor and privilege that we as a team take very seriously. We strive everyday to find a way to constantly improve our output to maximize the financial growth of our clients along with their individual, personal growth. Helping our clients achieve their dreams while allowing them to meet their goals is a huge reward that we always want to achieve. Managing money is about much more than just money, it’s about investing in life and the lives of our clients while also gaining their trust as an advisor.
Mehta Wealth Management Group created our own SMART² approach to wealth management. We want to teach our clients how to be Mehta SMART² by focusing on the following:
S – Strategic Saving
M – Manage & Review
A – Asset Allocation
R – Risk Reduction
T – Tax minimization strategies & Trust Services
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation does not ensure a profit or protect against loss in declining markets.
Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
