The Lindauer Wealth Management Group
Merrill Lynch Wealth Management
At the Lindauer Group, we recognize that your wealth is much more than your balance sheet. It is your past: your hard work, your ingenuity, your discipline. And it’s also your future: your comfort in the years ahead, your doorway to opportunities for your children and grandchildren, and your long-term legacy for the people and causes you cherish.
We understand wealth in its totality. We’re adept in its technical management, helping you grow, preserve, and transfer your wealth in a more efficient and far-sighted manner. But equally important, we deeply engage with you: your goals, your priorities, your concerns, and your aspirations.
Speak with any member of the Lindauer Group, and you'll encounter a different mindset. We're intentional, purposeful, and committed. We bring to your situation a level of caring—of genuine stewardship—that we believe is distinctive. We're not proponents of easy fixes; typically, that's not how life works. But we deeply believe in the long-term value and impact of thoughtful strategies to streamline and unify your financial life so that you can optimize what's ahead.
CPWA®, CRPC™
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.
