The McGraw, Sharp, Band, Dell & Kirk Group is a multidisciplinary team of skilled financial professionals providing personalized wealth management to affluent clients across the country.
Our team works with and for high-net-worth families and individuals, including corporate executives, business owners, entrepreneurs and professionals. We also serve a number of private and public companies that offer employee benefit plans, such as retirement savings and equity compensation plans.
Team members devote considerable time and resources to understanding a client's financial position and priorities.
What do you value most? What are your dreams and hopes for the future?
We strive to help clients simplify their financial lives, devising wealth management strategies designed to help them navigate each stage, from wealth accumulation to wealth transfer.
The entire team is committed to providing high-touch service along with the worldwide resources and investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America.
Our goal: To be the one source you can turn to for your wealth management needs.
We are dedicated to providing outstanding wealth management tailored to your individual financial circumstances and vision for the future.
Understanding
Our team spends considerable time and energy meeting with you and asking questions to discover as much as we can about your needs, values and aspirations. The strategy we propose, and the diversified portfolio of investments that power it, are based on what we learn.
Process
Wealth management is a process, not a collection of investments. We apply our considerable experience to helping you define your objectives and clarify your financial vision before we recommend any investments. And we conduct regular reviews with you to help keep your portfolio aligned with your evolving personal and financial situation.
Service
Our entire team of financial advisors and client associates is dedicated to responding to your requests, answering your questions and addressing your needs quickly and efficiently.
Integrity
We take very seriously our responsibility as financial advisors. We appreciate that you look to us for advice and guidance on matters that are truly important to you and your family, and we strive to be candid and clear in every communication we have with you.
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.
