The Hallet Group
The Hallet Group at Merrill works exclusively with successful individuals & families, business owners and high ranking corporate executives. Utilizing our vast experience and integrated platform, we take a comprehensive and holistic approach to Wealth & Investment Management, and Banking Services. Utilizing the Resources, Specialist, and Intellectual Capital of Merrill, Bank of America, and Bank of America Private Bank, we design customized, tax efficient strategies, and very detailed financial & retirement income plans for our clients that reflect their unique circumstances and goals. We truly focus on risk, taxes, and fees, and assist our clients in growing their wealth, preserving their wealth, and planning for distribution of wealth during their lifetime and after. Wealth Management & Income Planning, Responsible Investment Management, Personalized Banking, and Trust Services, plus a commitment to provide the highest level of personalized service and care. That is who we are. We have everything in place with scale to manage and execute all your important financial goals and objectives. We are trained to help meet and understand the specialized needs of individuals and families of wealth. We build our relationships based on trust, integrity, and personalized service.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
