Our team was formed to develop, process, and deliver the entire spectrum of investment needs and creating customized wealth management strategies. Our areas of skill and knowledge comprise of access to a complete personal banking platform at Bank of America, customized asset allocation, estate planning services, and wealth transfer techniques. We do this by working closely with your other trusted advisors to help ensure a coordinated financial strategy. Additionally, through our experienced staff, The Turner Group also offers access to employer sponsored benefit plan services.The Turner Group currently works with the following clients:High net worth families - Emerging affluent families - Foundations, endowments, and non-profit organizations - Private Universities - Privately held businesses
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
