Wyman, Dapic & Moore
Our dedicated advisor team shares a common goal: to help affluent households and small business owners pursue meaningful goals. We can also work with your “outside” professionals, such as attorneys and accountants, to help understand your financial situation, risk tolerance, time horizon, liquidity needs, and important goals. In addition to offering personalized strategies tailored to your goals—such as funding your children’s education, helping ensure your wealth can last in retirement, and planning for potential health care costs—we can assist in creating a financial strategy designed to help your family transfer wealth to the younger generation.
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.
