The Weissing Wealth Management Group
We recognize the significance of the trust you place in us—and the responsibility that comes with guiding your financial life. From the very first conversation, we take the time to understand what truly matters to you: your priorities, your goals, your tolerance for risk, and the vision you hold for the future.
With that foundation, we design a disciplined, goals‑based strategy that draws on the full capabilities of Merrill, the fiduciary strength of Bank of America Private Bank, and the credit and lending solutions of Bank of America.
As your life evolves and markets shift, we remain by your side—meeting regularly, adjusting your approach, and helping to ensure your plan continues to support your ambitions with clarity and confidence.
Our philosophy is simple: your life, your goals, and your vision for the future guide everything we do.
We take the time to understand what matters most to you—whether you're building a business, advancing in your profession, or navigating the opportunities and complexities of retirement. Working one‑on‑one, we develop a personalized, disciplined strategy designed to support your long‑term financial confidence.
Drawing on decades of experience and the global resources of Merrill, we help bring clarity to complexity through goals-based planning, thoughtful guidance, and proactive advice.
Our recognition by Forbes and SHOOK Research in their 2026 Best In State Wealth Management Teams list reflects the commitment and care we bring to every client relationship. (Published on January 7, 2026. Rankings based on data as of March 31, 2025.)
We believe wealth management is far more than managing investments. It is a trusted, ongoing collaboration built on transparency, experience, and the shared pursuit of your goals—today and for every stage of life ahead.
2026 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
AAMS™, APMA™
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.
