Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and our team can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Our team's comprehensive approach to wealth management is focused on the development of robust, long term financial strategies designed to improve client financial outcomes.
- We use a deeper discovery process by which we listen to our clients share and prioritize their short and long term goals around their finances, family, retirement, health, leisure, and gifting.
- Our clients share target values, resources, risk tolerances, and liquidity needs for each goal which allows us to help create strategies for the focused pursuit of each goal.
- We review our progress on a regular and mutually agreed upon schedule so we can track and measure progress towards each goal, and adjust as necessary.
Save the Date for our Outlook on the Markets for 2025.
We are planning thie Webinar for Monday, February 3, 2025 at 4:30pm Central.
Check back here closer to the date for the link to the Webinar, or email Lana_Katsnelson@ml.com to ask to be added to our invitation list.
CFP®, CPFA®
CFP®, CPFA®
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.
