The Norton Group
The Norton Group provides comprehensive wealth management services for affluent individuals, families, business owners, and executives, helping our clients navigate complex financial decisions with clarity and confidence. Our team delivers integrated investment management, wealth planning, risk management, estate and legacy planning strategies, and access to specialized resources through Merrill and Bank of America.
By combining a personalized, goals-based approach with deep experience and institutional capabilities, we help clients preserve and grow wealth, manage life transitions and liquidity events, generate sustainable cash flow, and create lasting legacies for future generations. We are committed to delivering exceptional service, thoughtful guidance, and customized strategies tailored to each client's unique objectives, values, and circumstances.
Our practice serves affluent families, corporate executives, entrepreneurs, and multigenerational wealth holders across the country with a comprehensive and highly personalized approach to wealth management. We integrate investment management, wealth planning, risk management, estate and legacy strategies, business succession planning, and access to specialized banking and lending resources through Bank of America to help clients address the complexities of significant wealth.
Through disciplined planning, clear communication, and a commitment to exceptional service, we help clients pursue their goals, navigate financial transitions, preserve and grow assets, and establish meaningful legacies for future generations.
We believe the best financial approach is one that helps you pursue your vision and goals. That's why, from the start, we focus on helping you pursue paths that bring meaning to your years of hard work. We recognize that new opportunities and obstacles will invariably present themselves. That's why we speak with clients regularly, not when the calendar tells us to.
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 Lynch and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
CFP®, CPWA®, CRPC™
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.
