Rick Walesch, CRPC, AAMS
Assistant Vice President
Senior Financial Advisor
Rick creates financial strategies tailored to client’s unique needs and goals. With today's complex economic environment, investors must be equipped to respond to market changes, price volatility, political and global events. At the same time, investors must be ready to take advantage of opportunities and trends to help grow and preserve their wealth. Rick focuses on legacy planning issues and tax minimization strategies by working closely with his clients' personal estate planning and tax advisors. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you and your family. With this intimate knowledge, he is able to help you define your objectives and work with you to develop appropriate strategies to help you grow and preserve your wealth.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
