The Amman Wealth Management Group
Our advice and guidance are grounded by a focus on your goals and priorities, and helping you reach your goals. Merrill’s strategic, planning-based process places you, the investor, at the center of attention, not the market. The process begins by carefully listening to you, understanding your unique concerns, priorities, risk tolerance, time horizon, liquidity needs, and goals. From there, the team will work with you to develop a customized strategy that connects your personal, professional and business goals. Over time, we’ll meet to track progress to your goals and make any necessary adjustments to help keep your plan on track.
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.
CEPA®, CPFA™, CPWA®
CRPC™
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.
