The Delahunty/King/Kelly Group
Managing your wealth begins with a deep understanding of your full financial picture. Our clients lead complicated lives, and we work to keep things simple to ensure planning and logic takes precedence over the many emotions that can influence a decision, no matter the size. By working closely with other influential counsel in your life, we take the time to create a tailored wealth strategy that not only adapts to market conditions but grows with your ever evolving personal and professional needs. With our team’s seasoned investment knowledge, combined with Merrill’s continued investment in new technology, and Bank of America’s banking and lending solutions, we work to keep your goals and aspirations on track across years, decades, and generations.
Our team is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, we take the time to understand what matters most to you and your family. Whether that is planning for education costs, making a commitment to your most beloved charity, or living a comfortable and confident retirement, we recognize that wealth management is not only about investing but having a comprehensive view of your life. We are committed to keeping things simple by presenting thoughtful advice, clear options, and comprehensive analysis of results. Our approach is to create strategies designed to preserve your assets and help ensure each decision aligns with the life you want.
CFA
CRPC™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
