The Sparrow Group
The Sparrow Wealth Management Group is a Wealth Management team located in the Westborough, Massachusetts office of Merrill with over 100 years of combined professional experience.
Sparrow Wealth Management Group develops wealth planning strategies and provides investment consulting to individuals and families with investable assets of $1 million or more. Working as a team allows us to collectively apply our respective areas of experience and we believe it provides exceptional recommendations and service to clients. We employ a four-step Wealth Management process which includes a disciplined schedule of periodic reviews with every client to discuss the market outlook, review portfolio performance, evaluate investment managers, and measure progress towards financial goals.
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.
