We focus on developing customized financial solutions for individuals, families and business owners. Together, we work closely with you to understand your goals, and then agree upon next steps so you have a caring, knowledgeable advisor who can help you address your unique financial goals. You may be concerned with wealth preservation and growth, or leaving a legacy to your family, a charity or a cause. Whatever your personal goals may be, we will work with you to develop a personalized plan designed to help you pursue what’s most important to you.
Including the entire family in the financial planning process is important. Our financial advisors can work together with you to engage your family in planning strategies, often helping facilitate family finances discussions that may be difficult for you or other family members to initiate on your own.
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.
