As your Merrill advisors, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Are you planning for retirement? Planning to sell a business? Seeking to preserve wealth? Want access to lending? Need to tighten up your estate plan?Exploring retirement benefits for your business? Looking for unique investment opportunities?
The Shapiro Group differentiates by providing a white glove client exeperience, it's deep bench of team members and services, while having a CFP® Professional and a CFA® charterholder managing your investments while quarterbacking your financial life.
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.
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.
We believe our prospective clients are hard pressed to find another Wealth Advisor team with the background, experience and passion we bring.
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.
