We value the underlying relationships that develop with clients. Understanding your ultimate goals is the cornerstone of our process. We are committed to investing in you.
The Byer Wealth Management Group assists a select group of Families, Professional Athletes and Corporations with Wealth Preservation & Growth strategies including Legacy Planning through a Goals-Based Wealth Management Platform. We offer customized solutions based upon risk tolerance, time horizon, liquidity and overall investment goals to help your Family achieve its goals.
Our DNA Sequence – Design, Nurture & Align – is the building block of our process. Our investment discipline includes the combination of low correlated asset classes, globally blended, including growth and value styles. Periodic rebalancing with tax minimization is paramount.
Our Wealth Management Process Includes: Financial Guidance, Legacy Implementation, Estate Coordination, Retirement Management, and Tax Minimization Strategies.
We focus on your family goals by leveraging Merrill's vast resources: Risk Management, Retirement Income Strategies, Wealth Transfer, Trust & Estate Planning Services, Concentrated Stock Positions, Liquidity Events, Home Financing and Customized Lending through Bank of America, Philanthropic Planning, Long Term Care, and Legacy Management.
CFP®, CPFA®
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.
