Kohut & Bresnahan Group
Merrill Lynch Wealth Management
Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow. We then help you design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. Our approach is about designing potential solutions to help turn goals into reality
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
Your Financial Approach
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
Taking care of your family and other people in your life
- Trust & Estate Services4
- Education Funding1
- Insurance3
Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
- Home Loans2
- Home Equity Lines of Credit2
- Securities-Based Lending2
- Credit Cards2
Working in retirement, selling or starting a business
- Bank of America Business Banking2
- Exchange Funds1
- Concentrated Stock Management1
- Succession Planning1
Spending your free time in meaningful ways
- Credit Cards2
- Securities-Based Lending2
- Structured Lending2
Volunteering, mentoring others and giving to charities
- Donor-Advised Funds4
- Private Foundations4
- Charitable Trusts4
Using your finances to bring it all together
- Merrill Investment Accounts1
- Investment Advisory Accounts1
- Alternative Investments1
- Exchange-Traded Funds1
- Mutual Funds1
- Closed-end Funds1
- Fixed Income Products1
- Options1
- Annuities3
- Impact Portfolios1
- Market-Linked Investments1
- Securities-Based Lending2
- Margin1
- Home Loans2
- Bank of America Checking and Savings Accounts2
- Credit Cards2
- Online Account Access1,2
CFP®, CPFA™, 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.
