Piland Wealth Management
The Piland Group focuses on helping high net worth individuals, families, and successful business owners identify and work towards achieving their financial goals. The process begins with an understanding of your life priorities, how you think and feel about investing, your liquidity needs, timeline, financial resources, goals, and concerns. Throughout the process, the team works closely with you to identify opportunities that add value to your financial objectives and life aspirations; to help you succeed in accomplishing these objectives while maintaining a risk level appropriate to your unique preferences and circumstances.
From the start of the relationship there is a focus on helping you establish realistic expectations about where you are now, where you want to be in the future and the best route to assisting you with what matters most to you and your family. This disciplined process delivers a consistent yet personalized wealth management experience based on attentive service and regular communication.
Through regular reviews, the Piland Group is able to track progress towards your goals, and in doing so, keep your strategies consistent with the inevitable changes that occur in life and business.
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together; defining your financial goals
The team's industry knowledge and experience helps them provide you with:
- Potential risk management strategies
- Trust and estate planning services
- Tax-minimization strategies
- Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
