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, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
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.
