The Freeman Wiedeman Group of Massachusetts is located in both the Worcester and Westborough offices of Merrill Lynch Wealth Management. We pride ourselves on developing and implementing financial strategies for individuals and their families where we feel that the personal touch makes all the difference. We sit on the same side of the table with corporations and foundations to assist them with their ongoing needs and goals. All of this is integrated with a dynamic client service experience where clients have a dependable and disciplined support staff at their disposal. Overall, we strive to be an essential resource and consultant for all life decisions that arise.
Drawing on the unprecedented global resources of Merrill Lynch Wealth Management, we are able to complete an analysis of all aspects of a client's situation from simple to complex. We feel that a wealth management strategy involves more than just investments, and with many years of combined wealth management experience, the Freeman Group can address all needs and explore all opportunities relating but not limited to:
-Investment and Cash Management
-Retirement Income Planning
-Wealth Transfer and Preservation
-Insurance Planning Strategies
-Charitable Giving and Trust Consultation
-Non-Profit and Foundation Advisory
-401k and Corporate Retirement Recommendations
-Special Needs Planning
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
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.
