The Latimer Fitzgarrald Wurster Kaminski Group
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with select clients, taking the time to understand your most important priorities for today, tomorrow, and your long-term future.Our philosophy celebrates collaboration. Drawing from years of industry experience and working with a team of specialists, we leverage the insights of a global financial institution to create strategies that reflect your aspirations for yourself, current, and future generations of your family. We believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can empower you to simplify your life.
Your portfolio is more than a collection of investments, it is a testament to your talents and hard work. Our team listens, actively and assertively, to grasp your purpose and intent for your capital. We craft a strategy to harness the resources of Merrill and our team for you to pursue them. And we keep at it; the more we listen, the more we can help you accomplish.
CFP®, CRPC™
CRPC™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
