Mustin Shuffstall Group
At The Mustin Shuffstall Group our goal – our oath, in fact – is to craft practical, real-world strategy around personal and financial objectives that we can help you identify, prioritize and accomplish.
Given the attention we offer each client, we’re at our best serving people who appreciate a close working relationship with a caring advisory team. Just as we want to know about your family and hobbies, we’ll tell you about ours. We know clients very well and believe the referrals we receive to generations of their families are testament to the ongoing value we provide.
For a loyal and eclectic circle of clients in the Baltimore area, throughout Maryland and in 20 other states we strive to provide attractive risk-adjusted returns. By relying heavily on asset allocation (which typically determines 90% or more of performance) and our ability to search the world for investment opportunities, we can help you minimize risk and optimize opportunity.
In everything we do, we are mindful of your years of hard work. In addition to helping you plan and prepare for likely and unlikely circumstances, we look for ways to put your wealth to work – with risk-managed investing, retirement planning, access to credit and lending through Bank of America, N.A., intergenerational wealth strategies and more.
As we like to say, “We begin life with a clean slate. We begin each relationship in the same way.” To that point, we think it’s only appropriate that we develop a clear notion of what a fulfilling life means to you. We listen and we ask questions – about your life, family, accomplishments and goals that lie ahead. It would be our privilege to learn more and help you prosper financially – and in ways that go beyond dollars and cents.
DOING MORE FOR FEWER CLIENTS
At The Mustin Shuffstall Group, our mission is to bring tangible real-world benefits to an accomplished clientele that hopes to accomplish more. By digging deeper to help clients identify goals and concerns that they may not have explored with previous advisors, we believe that clients enjoy a more meaningful and fulfilling wealth management experience:
• Rather than being driven by calendars, we're driven by clients' ongoing needs and circumstances. Casual and comfortable conversations with both spouses occur naturally, as often as clients prefer.
• Through frequent and friendly discussions with clients, we become familiar with the passions in their lives and the purpose of their wealth. These discussions occur naturally as our ages align nicely with older and younger clients, and with their grown children.
• We remind clients that any decision involving money is good reason to call us – whether they're weighing the benefits of purchasing or leasing a car, buying or renting out a second home, paying for college, considering long-term care insurance, or something entirely different.
• Highly professional and personalized service is more than our promise. It's the hallmark of our offering. We are devoted to being approachable and available. In addition, our outstanding client associate, Debbie Rounsaville, is exceptionally knowledgeable and has spent more than 30 years assisting client families.
• When it comes to investing, retirement planning, and intergenerational wealth planning, we are always tax-sensitive. To align our efforts with those of clients' other advisors, we frequently coordinate with their CPAs and attorneys on tax-minimization and estate planning strategies.
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.
