The Driscoll Group

Our team brings shared ideas and resources to select individuals, families, and businesses, offering a goals-based wealth management approach that puts the client, rather than the market, at the center of the wealth management process. Our team has a combined 35+ years of experience assisting clients with their life goals, including an emphasis on wealth accumulation, retirement income planning and legacy wealth transfer.

Using the global resources of Merrill Lynch Wealth Management, we assist clients in identifying and prioritizing their personal goals, which may include funding their children’s or grandchildren’s educations, retirement planning, buying a second home, covering their potential health care costs, and preserving their wealth. We then develop a financial strategy that is aligned with their goals. We draw upon our years of experience to customize strategies that match a client’s individual comfort level, resulting in satisfied clients and solid long term relationships. Our investment process is a fluid and ongoing consultative approach that emphasizes investor education and understanding. We go beyond the complicated investment advice and provide an understanding of the key components that help each client achieve their financial goals.

Our entire team shares a common objective, to assist select individuals, families and business owners pursue their financial goals. We not only communicate regularly and challenge each other to help shape client recommendations, but we invite clients to involve other professionals, such as their attorneys and accountants, to provide us with a more solid understanding of their broader financial situation and estate planning needs.

Everything we do takes into account the client’s perspectives and priorities. Our process is designed to deliver a customized, consistent experience that goes beyond portfolio management. We strive to deliver a boutique like experience with the vast resources of a global financial institution.