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.
We provide extensive customized planning and strategies, as well as access to banking solutions from Bank of America to a select group of successful families, businesses, and non-profit organizations by delivering the services of a boutique with the resources and access of a global institution. The Strategic Wealth Group's vast experience and long standing relationships with clients and their families helps to ensure that they are able to successfully navigate life's transitions including retirement, the purchase or sale of a business, education, weddings, births, and intergenerational wealth transfer.
We begin by taking the time to listen to clients to better understand what matters most to them. Responding to client needs is our primary focus and planning for those needs relentlessly drives our daily activities. We focus our energies on helping individuals pursue a balanced approach to life and wealth.
Our backgrounds in the corporate world, public accounting*, investment banking and private equity provide us with a distinctive perspective on advising clients on all areas of their financial lives. We leverage our backgrounds to maximize value for our clients by providing strategic consultation encompassing a wide range of services including cash flow and investment management, credit and lending through Bank of America, sale process and merger and acquisition advisory, as well as 401(k) and profit sharing plan optimization services.
The Strategic Wealth Group's first priority is to help clients and their families maintain their lifestyles regardless of the market environment. Our disciplined investment process focuses on consistency and helps clients deploy and diversify their wealth effectively. We work closely with the Chief Investment Office in constructing custom managed strategies with access to some of the best investment advisors around the world.
** 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 any financial decisions.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.
*Banking products and services provided by Bank of America, N.A.
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.
