The BMR Wealth Management Group
At The BMR Wealth Management Group, experience tells us that clients benefit most from a “collaborative, consistent and caring” team approach – the type that friends or family members might offer - which is why we believe:
• “Old-fashioned” conversations and frequent communication are critical. We “earn our stripes” by offering a wealth management experience that is highly responsive and responsible. Anything less is less than you deserve.
• Our planning-based approach is designed to address your needs and circumstances as they evolve. Putting our heads together, we will examine your full financial picture and craft a multi-faceted strategy to help coordinate and prioritize your goals, comfort with risk, and other factors.
• Understanding and addressing your cash flow requirements must come first. From there, we collaborate as a team to build an asset allocation strategy that may include high-quality, dividend-paying stocks and other instruments that must satisfy our exhaustive due diligence and that of the firm.
• Even the best strategy needs to be followed. That’s why ensuring your disciplined financial behavior is critical to achieving and sustaining positive, long-term outcomes. Equipped with the knowledge of your goals, we can help you set targeted, realistic objectives and understand your role in pursuing them.
The BMR Wealth Management Group prides itself in being both large and small: large enough to access the resources and capabilities of Merrill and small enough to foster the intimacy and customization that clients expect and deserve. We believe that the best financial strategy 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. With access to the investing insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies that are specifically designed to address your priorities and financial needs.
AWMA™
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.
