At The Place Wealth Management Group, our mission is to understand you and what matters most to you. Our team works with affluent individuals and families to address needs that extend far beyond wealth management advice and guidance. We curate a personalized experience to address all aspects of your financial life. Our commitment is ongoing. We dedicate ourselves to work that is centralized around one goal - make our clients’ lives better. Families who entrust us with their wealth know that our team is a integral part of their lives for the long term. It's our privilege to provide them with peace of mind and the ability to focus on the things and people that truly matter most.
For more than a decade, The Place Wealth Mangement Group has focused on servicing and managing high net worth individuals and multi-generational families with the complex and fundamental aspects of their lives. Our team's background and extensive experience allows us to serve a myriad of clients, such as corporate executives, entrepreneurs, and doctors, with a holistic financial approach to address individual needs. Our measure of success centers wholly on our clients' success.
CFP®, CPWA®, CRPC™
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.
