Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to help turn your goals into reality.
- Proactive Communication. We strive to reach out to our clients frequently and keep them up to date with their financial situation.2. Exceptional Organization. Our team is highly organized, we have internal processes that enable us to maximize efficiency and accuracy, so that our clients can feel confident when it comes to their investments.3. Experienced Financial Advisors. Our team is comprised of experienced financial advisors that can assist with complex financial challenges and suggest potential solutions that best fit the situation. This includes having Bank of America and Merrill specialists on call for additional advice on insurance, lending, mortgage, philanthropy, estate and trust planning services.4. In Depth Performance & Strategy Sessions. We meet with clients quarterly to review portfolio performance and strategically plan for the future. Each session has a structured agenda to ensure that every financial aspect of our client's life is examined. Areas covered include, Long Term Care, Insurance, cash liquidity needs, mortgages, succession planning, and wealth transfer planning.The Aguirre Wealth Management Team can chart a course that assists you in reaching your financial goals to create the life you want.###### *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.###### Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Was...
CFP®, CPFA®, CRPC™
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.
