The Viola Group
The Viola Wealth Management Group is a multi-generational father-daughter team that offers clients a comprehensive goals-based investment approach putting clients’ best interests at the center of the process. We help identify and prioritize client needs, desires and aspirations and offer a full scope of wealth management planning services. Our clients have direct access to the global investment resources of Merrill and the added convenience of Bank of America, to increase the investor’s probabilities for success. Goals typically include planning for and funding of children’s or grandchildren’s educations, ensuring that money lasts in retirement, covering potential health care costs, and accumulating and preserving wealth. We help develop a personalized financial approach aligned with investors’ goals. Our clientele include ultra-high-net-worth individuals, business executives, young professionals, pension plans and small institutions.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
