The Benassi Harbold Saxe Group

Our Process

Managing substantial wealth effectively means weighing competing and often conflicting inputs and goals. To clients, this is often overwhelming, resulting in inactivity and frustration. We seek to clarify this in your mind. Therefore, we begin with a conversation and a clean sheet of paper. We get to know you well by asking lots of questions and gathering data to understand the intricacies of your interests, financial and real assets, tax situation, preferences and goals. Then, we craft a detailed, goals\-based financial plan. Applying our nearly 100 years of collective experience, we then tell your story back to you in plain English in the context of that plan. "You get us!" is a comment we often hear.

Our Typical Clients Aren't Typical

No two clients of ours are the same. There are common threads, though. What most of our clients seek and value most is the secure feeling of knowing all the resources of a legendary American investment firm and a storied American bank are available to them, deftly delivered to them with the feel of a small, boutique wealth advisory group. Most of our clients have complicated balance sheets, income statements, intricate family considerations and conflicting goals that are difficult to manage. Our team, our firm, and our process come together to create clarity and more stress\-free time.

The Client Experience at the Benassi/Harbold/Saxe Group

* A detailed, fact\-driven financial plan rooted in mathematical analysis based on our in\-depth conversations with you. Keen tax and risk analysis to support well\-conceived strategies to achieve plainly articulated financial goals. * Personal, professional concierge\-level administration of client assets. * Personal banking and cash management to ensure money is easily accessible to you. We see your wealth as assets to be preserved and grown, and as importantly, to be enjoyed. * Given the reality of evolving client circumstances and markets, we will renew your plan with you as things change. If necessary, this may be several times each year. * We will provide you with as much, or as little, of our considerable state\-of\-the\-art client\-access technology as you want. * We will be a personal resource for your family members and friends on any financial topic. * When markets are in disarray and anxiety is high, we will not hide. We will call you proactively to provide context for what it all means to you * We will converse with you in plain English, always intent to understand precisely what you need us to discuss with you. * We will avoid using condescending language and jargon. * While we are serious professionals in a serious business, we will be pleasant, upbeat and fun to do business with. We always respect your talent, success and the wealth you've earned

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition