In today's volatile and complex global markets, the wisdom that comes from professional financial guidance has become more essential than ever before. Our team’s senior partners, Paul Guidoboni, Mike Venezia, and Peter Johns have over 100 years of financial advisor experience between them, helping affluent individuals and families navigate their financial journeys. In addition to our senior partners, we have a junior financial advisor, Harrison Armstrong, preparing the next generation of our team to work with the next generation of your family. Our clients have chosen to work with us because we focus on what matters to them on a personal level. This helps them stick with an approach that aligns with their goals.
The team provides clients with an exceptional wealth management experience. Our Wealth Planner, Michaela Curry creates a custom financial plan for each client focusing on their specific goals and discusses the plan in detail. Clients are provided a full financial strategy in meetings to discuss long-term goals and financial objectives. These strategies are the cornerstone of our practice.
Wealth Management Client Associate Livvy Lathrop enhances the client experience through proactive communication and helps with day to day client needs.
Our disciplined process starts with uncovering a deeper understanding of clients' concerns and priorities so that we can be in the best possible position to help. We have found that listening intently is the best tool that an advisor can use to help clients pursue their objectives. This approach helps to set and prioritize their goals, build a portfolio aligned with their goals, and review their progress toward achieving those goals.
Successful investing is anchored on time-tested principles of asset allocation and diversification. We believe that a portfolio strategically balanced among a broad mix of investments will help reduce the risk of wide swings in its value, while giving it ample opportunity for growth. We seek to lessen downside risk while simultaneously positioning portfolios to take advantage of the potential for positive returns in the long run.
In today's volatile and complex global markets, the wisdom that comes from professional financial guidance has become more essential than ever before. Our team's senior partners, Paul Guidoboni, Mike Venezia, and Peter Johns have over 100 years of financial advisor experience between them, helping affluent individuals and families navigate their financial journeys. In addition to our senior partners, we have a junior financial advisor, Harrison Armstrong, preparing the next generation of our team to work with the next generation of your family. Our clients have chosen to work with us because we focus on what matters to them on a personal level. This helps them stick with an approach that aligns with their goals.The team provides clients with an exceptional wealth management experience. Our Wealth Planner, Michaela Curry creates a custom financial plan for each client focusing on their specific goals and discusses the plan in detail. Clients are provided a full financial strategy in meetings to discuss long-term goals and financial objectives. These strategies are the cornerstone of our practice.Wealth Management Client Associate Livvy Lathrop enhances the client experience through proactive communication and helps with day to day client needs.Our disciplined process starts with uncovering a deeper understanding of clients' concerns and priorities so that we can be in the best possible position to help. We have found that listening intently is the best tool that an advisor can use to help clients pursue their objectives. This approach helps to set and prioritize their goals, build a portfolio aligned with their goals, and review their progress toward achieving those goals.Successful investing is anchored on time-tested principles of asset allocation and diversification. We believe that a portfolio strategically balanced among a broad mix of investments will help reduce the risk of wide swings in its value, while giving it ample opportunity for growth. We seek to lessen downside risk while simultaneously positioning portfolios to take advantage of the potential for positive returns in the long run.
CPFA®, 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.
