Monahan & Todd Wealth Management Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, our team can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies. Recognized by Forbes as one of the Best-In-State Wealth Management Teams from 2023–2026 (Published annually in January. Rankings based on data as of March 31 of prior year), our team brings a disciplined planning approach to the complex financial lives of successful families and business leaders.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
The Monahan & Todd Wealth Management Group at Merrill focuses on advising high net worth families, professionals and business leaders in the disciplines of retirement planning, asset preservation and wealth transfer. With over 40 years of combined wealth management experience, our team is dedicated to providing customized, strategic wealth solutions based upon our client's risk tolerance, time horizon, liquidity needs and overall investment goals, while keeping the best interest of our clients at the centerpiece of our advice and guidance. Our team brings the vast resources of one of the world's largest financial services firms, while providing attentive and personalized client service. By utilizing a defined process through which we work with each client to understand their unique situation, we are able to establish objectives, develop an appropriate customized strategy, recommend solutions and review the progress that is being made towards reaching those goals and objectives. We believe this approach is paramount in providing consistent excellence to our clients.
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.
