Cromer Grant & Associates
The world has transformed in recent years, becoming more complex and more connected, making trusted advice more important today than ever before. Families can have many competing goals, and the array of asset classes and instruments available to achieve those goals has increased. At the same time, people are living longer and spending more time in retirement. This can have a dramatic effect on the right financial approach.
As you’re your financial team, Cromer Grant & Associates believes that building a structure around common life priorities can be a useful starting point.
Portfolio performance is important, but what client families really care about is achieving the goals that matter to them. Our Goals-Based approach to wealth management helps our client families transcend traditional strategies to enable them to achieve personally meaningful outcomes. With this approach, we help client families define meaningful goals and priorities, optimize resources and choose effective strategies.
The world has transformed in recent years, becoming more complex and more connected, making trusted advice more important today than ever before. Families can have many competing goals, and the array of asset classes and instruments available to achieve those goals has increased. At the same time, people are living longer and spending more time in retirement. This can have a dramatic effect on the right financial approach.
As you're your financial team, Cromer Grant & Associates believes that building a structure around common life priorities can be a useful starting point.
Portfolio performance is important, but what client families really care about is achieving the goals that matter to them. Our Goals-Based approach to wealth management helps our client families transcend traditional strategies to enable them to achieve personally meaningful outcomes. With this approach, we help client families define meaningful goals and priorities, optimize resources and choose effective strategies.
CEPA®, CPWA®
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.
