Newton, MA

We bring years of combined wealth management knowledge to support your distinctive goals and objectives. Beyond wealth management advice and guidance, our teams leverage the extensive, global resources of Merrill to support your needs, including retirement income planning, guidance on concentrated stock positions, traditional investments and wealth transfer planning. Additionally, they can collaborate with your outside professionals, such as accountants and estate and tax attorneys, as needed, to help ensure a "big picture" approach.*

*Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.