We listen intently and communicate often to work with you by:
Understanding Your Needs and Goals: We are diligent in uncovering and getting at the heart of your needs and goals. We then systematically track progress towards your goals to manage an financial strategy and overall wealth plan for your life aspirations and beyond.
Consultative Relationship Approach: We utilize Merrill's Goals Based Wealth Outlook to track goals on an ongoing basis and help provide the best options and strategies for clients and their families. This may include short term goals such as buying a home, or funding college, to longer term goals such as retirement income or leaving a meaningful legacy. We engage in an investment personality assessment to dig deeper into understanding your mindset, approach and purpose to investing.
Wealth Preservation and Continued Growth: Our investment recommendations are designed to balance the preservation of wealth with opportunities for continued growth by reducing market volatility and taking advantage of dynamic asset allocation strategies.
Assistance with both Assets and Liabilities: Managing both sides of the balance sheet is a key strategy to your overall wealth planning. We draw on a complete array of strategies that can help you with life cycle events and unanticipated challenges with advice, without interrupting your financial strategies.
Estate Planning Services and Philanthropy: Our wealth management team works with Bank of America Private Bank, an internal estate planning specialist and client’s attorneys to provide integrated trust and estate planning services, philanthropic services, estate administration and trust-related retirement strategies.
Coordination with Tax and Other Trusted Advisors: We coordinate our strategies with clients' other advisors to help meet family needs.
Executive Services: We understand the important role that equity compensation serves in building wealth for our executive clients and the challenges of managing company awards and owning company stock. Our extended team of experts at Merrill can assist you in diversifying and monetizing your holdings as part of your total portfolio strategy while adhering to other requirements.
We have cultivated client relationships within the medical field and our team is uniquely prepared to serve these and other executives, business owners and professionals.
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.
