Docter Wealth Management Group
The Docter Wealth Management Group collectively has over 72 years of industry market experience. Our experience, which has been broadened through many market conditions, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
We help our clients discover if their money will last through retirement and will be sufficient to cover rising health care and overall inflation. We engage families in the financial education of younger generations and provide guidance around wealth transfer to the next generation.
Taking the time to know clients as individuals and investors, we value the relationships we develop. We explore the individual financial goals that are important to clients, and create custom strategies designed to help clients pursue each of their goals.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
