Our mission is to empower clients to achieve their financial and personal aspirations through comprehensive wealth management implemented through an innovative neuroscience-based lens. We are dedicated to fostering clarity, confidence, and growth by integrating cutting-edge financial strategies with a deep understanding of how clients think, decide, and envision both their future and their legacy.
More than Wealth Management - A Framework for Meaningful FInancial Decisions
We provide comprehensive financial strategies - from investment management - all tailored to your unique priorities. But we feel what sets us apart is how we help you think about your wealth. Through a neuroscience-based approach, we guide you to clarify what truly matters, understand how your brain influences your decision-making, and build a plan that aligns your finanical strategies with your life's deeper purpose. We don't just manage wealth. We help you make decisions you'll be proud of.
ChFC®, CDFA®, CFP®, CLU®, CPFA®
CRPC™, SE-AWMA™
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.