Our team is dedicated to helping clients meet their financial goals, taking into account the unique nature of each relationship. Personalized strategies are implemented using our extensive knowledge and decades of experience in the industry, along with the resources of Merrill Lynch Wealth Management.  Through initial conversations and ongoing communication, we work to gain a comprehensive view of our clients’ financial lives.  Our client base includes business entities and affluent individuals, providing ongoing guidance to them and their families, oftentimes over the course of several decades. Through careful listening our approach is very much customized, accounting for the timing of goals, circumstances and opportunities.  We are also committed to optimizing wealth through varying market conditions, enhancing a client's objective of achieving a lifetime income stream.