THE ROGERS KNAPP GROUP
At THE ROGERS KNAPP GROUP, we work with affluent families, corporate executives, business owners, pre-retirees and retirees to help them identify and pursue their unique financial goals. We believe every client deserves to feel confident about the financial decisions they make for themselves, their careers, and their families. We strive to provide the resources and perspectives investors need to pursue their objectives with care while identifying appropriate levels of risk—whatever their investment horizon.
Because our team supports clients with wide-ranging wealth management, we frequently find they seek our advice about a variety of important decisions, in addition to managing their investments, such as:
• Developing retirement income strategies
• Reallocating 401(k)s at work
• Preparing to buy or sell a business
• Navigating the sale or purchase of a second home
• Helping children understand their family’s relationship with money
THE DIFFERENCE WE BRING
• Customized Support
Our team believes clients deserve individualized attention, and by limiting the number of clients with whom we work, we are able to develop deeper, more meaningful relationships. We know each client personally and what he or she aspires to accomplish, and we also work closely with them to address the specific financial factors affecting their lives.
• Collaborative Professional Team
Just as we like to collaborate with clients in pursuit of their goals, we also enjoy collaborating as a professional team. Our entire team works together with each client so that we can provide a more well-rounded, deeper level of service and enhance our ability to offer prompt, timely, and knowledgeable guidance.|
• Focus on Risk-Minimization Strategies
We help clients identify risks and develop and implement strategies intended to reduce their exposure—and we focus our skills and support around this foundational tenet. We work closely with clients to help them identify how different market cycles affect their ability to pursue their objectives, while identifying
and implementing asset allocation strategies that align with their unique financial goals and investment horizon, at every life stage.
It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.
CFP®, CIMA®
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.
