At The Beshany Group, we focus on helping individuals and families navigate the complexities of wealth with clarity and confidence. Whether preparing for a liquidity event, customizing an investment portfolio, or addressing intricate tax, estate, or legacy planning needs, we bring the insight, resources, and coordination required to deliver tailored strategies that reflect your priorities.
We believe managing wealth requires a collaborative team across multiple specialties. By leveraging the extensive experience across our team, along with the valuable resources available through Merrill and Bank of America, we provide convenience and efficiency in our services while optimizing the value of your wealth management relationship.
CPWA®
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.