ST Group
At the ST Group, each member of our team is dedicated to helping our clients achieve their financial goals. We strive to deliver to our clients the highest level of personalized service and care. With the global resources of Merrill behind us, we place clients at the center of the wealth management process. By engaging our clients to be active and interested in their finances we design a custom, goals-based financial strategy that addresses their unique needs and situation and aligns with their values. Our holistic approach to supporting our clients helps ensure that we are thoughtful and effective resources in providing relevant advice to help clients meet their goals throughout each of life’s dynamic phases.
Working with multi-generational households allows us to have meaningful dialogue around money and how it relates to family. We are passionate in the belief that families need to have open conversations about their values around wealth starting at an early age and consistently re-enforce those lessons. We like to be a resource to the younger generations by supporting them in financial literacy and to instill good foundational skills for teens and young adults. We provide them with relevant information to augment their knowledge, to build confidence and to answer any questions that they have as they enter high school, prepare to go off to college and beyond.
We believe our ability to listen—to thoroughly understand your financial needs and align them with the resources to help you meet them—is what sets us apart from other wealth advisors. Our emphasis is on accessibility, attentiveness and communication, which we believe are the reasons we have developed long-lasting relationships, many of which span decades.
We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your dreams.
Our entire team is dedicated to keeping you focused on where you want to go and advising you on how to get there, and continually reminding you of the importance of maintaining a disciplined approach to pursuing your goals. We work hard so that you can focus on the people and pursuits that you value most. We believe that wealth management is about defining and achieving personal and deeply held aspirations. These could include goals such living comfortably in retirement, funding education for children and/or grandchildren, ensuring financial security for successive generations, or support for a local charitable organization. Linking these human elements together is the basis for recommending the strategies we use to complement your goals. Whatever your priorities are, we can help you organize and simplify your financial life and build a personalized wealth plan that reflects your values.
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.
