Romanchuk & Associates
Merrill Lynch Wealth Management
Managing your wealth begins with a deep understanding of your full financial picture. At Romanchuk & Associates, we pride ourselves on delivering holistic wealth management; going above and beyond investments to solve complex problems and simplify the financial lives of the high profile clients we serve. Based on what matters most to you, our team can help create a strategy for financial wellness by providing personalized service, financial planning, access to the investment insights of Merrill, and the banking convenience and lending solutions of Bank of America. Whatever your objectives may be, we will work together to develop a personalized financial strategy designed to help you pursue those goals and simplify your financial life.
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions to understand where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
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.
