Along with developing customized wealth plans, Ed and his team work with a select group of individuals, families and institutions in the area of wealth management.

The process begins with getting to know your specific needs, challenges, goals, and aspirations.  This level of understanding continues throughout the relationship, helping to ensure your wealth management plan is regularly reviewed and updated as you and your family experience the inevitable changes that occur in life.

The world of finance and the financial markets are fast moving, complex and rapidly changing,  This is where the team comes into play.  Our job is to provide you with the resources and insights available at Merrill and Bank of America to help you answer key questions and make important, informed decisions regarding your financial life.  These include:

• Does my current wealth strategy align with my risk tolerance and goals given current market conditions?
  

• Is my family properly properly protected in the event that anything should happen to me?
  

• Will I be able to enjoy my desired lifestyle in my retirement years?
  

Along with wealth management planning,  the team can also help you with portfolio construction, investment advisory, asset allocation, wealth creation and transfer, and provide access to private banking service from Bank of America Private Bank.  Through Bank of America you will have access to credit and balance sheet management, mortgage and customized lending, credit cards, and basic banking.  The best financial approach is the one that provides you with the comfort and confidence of knowing you and your family are provided with the services you desire and the care you deserve.

For many clients these needs include helping to ensure their best interest is being served through the sale of a business, home or other liquidity event, changing jobs, understanding alternative investing, or working closely to conduct a comprehensive review of their current investment portfolio.  With access to the investment insights of Merrill and the banking convenience of Bank of America the team is able to work closed with you to develop a strategy aligned to what matters most to you and your family.


*Ed Viglietta NMLS ID 1465510

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.