Franz 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.
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.
