Homuth Lore Wealth Management Group
The Homuth Lore Wealth Management Group is committed to understanding your values and what you want to accomplish with your assets. Using a comprehensive wealth management planning process we help our clients define their financial goals and put a strategy in place to achieve them. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.
Our typical clients are business owners, executives, and high net worth individuals and their families. Our team is well versed in complex wealth planning strategies affecting individuals and families with significant assets.
Our unique service model insures that each client is assigned a dedicated Client Experience Manager. We know our clients and our clients know who they're speaking to each time they call. Whether it's your Merrill investment accounts or your Bank of America bank accounts, we provide a single point of contact.
Our service team is comprised of industry veterans who provide knowledgeable, top quality service to our clients and truly care about each family they work with.
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.
