We chose to be part of the financial services industry to help people. Our mission is to understand you and your priorities to assist you in pursuing meaningful financial goals with customized strategies.

When you work with The BZEMS Group, you have access to a multidimensional team to help design and implement a customized wealth management approach. Everything we do considers our clients’ own perspectives and desires. Our process is designed to help provide a personalized, consistent experience that goes beyond wealth management to help address your priorities throughout your life, from the essential to the aspirational.

We call our approach the SWAN method – Sleep Well At Night. We enjoy helping clients through difficult financial decisions that occur throughout life by taking a holistic, long-term, disciplined approach to investing. By leveraging the broad investment insights of Merrill and the banking convenience of Bank of America, we help address clients’ individual priorities with an emphasis on cash flow and growth to meet a range of needs. We listen carefully to understand what is most important to you and then develop a plan that connects your personal goals to your financial strategies.

We’re proud of our high-touch, high-service boutique approach to advice and guidance for individuals, multigenerational families, businesses and nonprofits. We believe in fee transparency, and we use an industry leading investment advisory platform where portfolios are periodically reviewed by Merrill and reviewed by our team to help meet clients’ goals-based plans.

When you succeed, we succeed. We look forward to speaking with you.