The McKee Group is a Wealth Management team with over 42 years of experience within Merrill Lynch Wealth Management. We work with a limited number of families, businesses, and non-profit organizations developing strategies for the creation, preservation, and transfer of wealth. Our goal is to leverage the vast resources of Merrill in guiding our clients through our disciplined Wealth Management Process while maintaining the intimacy and personal service of a boutique.
We utilize sophisticated modeling tools to create, quantify, and evaluate goals and objectives in the process of developing thoughtful financial strategies focusing on the areas of:
- Wealth Management
- Retirement Income Planning
- College Planning
- Wealth Preservation
- Tax Efficiency
- Risk Management
- Liability Management
At the heart of the teams’ philosophy is a passion to build enduring client relationships through our commitment to providing the very best personal assistance to every aspect of our clients’ financial lives.
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.
