Franz Wealth Management Group
Clarity and Coordination for Complex Wealth
We help organize and simplify the financial lives of individuals and families with significant wealth.
As wealth grows, financial decisions become more interconnected. Investments, taxes, estate planning, retirement income and family priorities cannot always be considered separately. Our role is to help you understand how the pieces fit together and whether your financial strategy remains aligned with what matters most to you.
Who We Serve
We work with individuals and families nationwide, often with $2 million or more in investable assets, including:
• Business owners and entrepreneurs
• Individuals approaching or living in retirement
• Families preparing to transfer wealth
• Professionals with complex, multi-account portfolios
• Investors seeking a thoughtful second opinion
Our clients are simply not looking for more investments. They want greater organization, informed guidance and confidence that important financial decisions are being considered together.
More Than Investment Management
Our approach begins with understanding what you own, why you own it and what you want your wealth to accomplish.
We can help you:
• Organize and simplify multiple accounts and investments
• Align your portfolio with your goals, income needs and risk tolerance
• Evaluate investment decisions through a tax-aware lens
• Coordinate with your CPA, estate-planning attorney and other professionals
• Prepare for retirement, charitable giving and the transfer of wealth
• Create greater continuity for your spouse, children and future generations
The goal is not change for the sake of change. It is to identify what is working, uncover potential gaps and determine where thoughtful adjustments may improve your overall strategy.
A Tax-Aware Approach
For families with significant taxable assets, what you keep can be as important as what you earn.
Taxes are considered as part of the investment process, including the placement of assets among different account types, management of realized gains and losses, portfolio-income considerations, charitable intentions and the potential tax consequences of portfolio changes.
We also coordinate with your tax and legal professionals when financial decisions intersect with tax, estate or wealth-transfer planning. This helps keep the investment strategy connected to the broader plan while allowing each professional to contribute within their area of expertise.
Support for Important Decisions
You are supported by the capabilities and resources of Merrill and Bank of America, along with professionals who can provide additional perspective in areas such as wealth planning, banking and credit.
Our hybrid approach combines secure digital access and virtual meetings with personal conversations and in-person meetings when circumstances warrant. This allows us to support clients locally in Sarasota and Lakewood Ranch, as well as families living in other parts of the country.
Begin With a Second Opinion
Many relationships begin with a confidential second opinion. We review your current portfolio and financial structure to help answer three important questions:
• What is working well?
• Where might opportunities or risks be overlooked?
• Is every part of your financial life working together?
The purpose is not to assume that a change is necessary. It is to provide greater clarity so you can make informed decisions with confidence.
If you would value a thoughtful second opinion, we welcome a private conversation without obligation. Select “Contact Us,” or call or text 941.413.4517.
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 financial decisions involving those considerations.
My mission is to serve as a trusted steward of wealth for high net worth individuals and families, delivering thoughtful, tax-aware investment strategies that prioritize long-term preservation, purposeful growth, and generational continuity. I provide a deeply personal advisory relationship built on discretion, clarity, and coordination—bringing confidence to complex financial lives and alignment to what matters most.
My role often intersects with estate planning, tax strategy, charitable intent, and multi-generational wealth education. The conversations I have are confidential, focused, and always tailored to the family's unique vision for the future.
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.
