As a planning focused team, we prefer to work with our clients in an advisory service capacity. This is also known as a “Best Interest” standard.
Under this approach We take a more comprehensive approach to wealth management with a deeper discovery, analysis, and review process to help make sure that we not only understand what you want your wealth to help you achieve, but also make sure we can regularly measure and track your progress.
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.
Join us for a Family Friendly Event to celebrate the end of the school year and ask members of our team about helping save for our children's future.
We will have food and soft drinks for all. Beer ...
CFP®, CPFA®
CFP®
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.
