The BWA Wealth Management Group
Managing your wealth begins with a clear understanding of your financial picture. Together, we’ll focus on what matters most to you and build a strategy that’s as flexible as today’s changing markets. Through the investment insights of Merrill and the banking convenience and lending solutions of Bank of America, we provide the resources and guidance you need. Our goal is to help you pursue your ambitions with personalized wealth management strategies designed for your life.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CFP®, CPFA®, 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.
