The Flack Wealth Management Team
For many successful executives and business owners, finding balance in their personal and professional lives is an ongoing quest. Between family responsibilities, career commitments and vastly complex wealth, these high-net-worth investors rarely have the time and resources required to secure their ideal financial futures.
The Flack Wealth Management Team understands these challenges, and we dedicate our financial advisory service model to supporting executives, business owners and families with in-depth, personalized wealth management services. With over 110 years of collective industry experience, we strive to give clients time back to enjoy their lives while helping them more confidently and wisely pursue prosperity. Our full-service, intimate advisory relationships help clients create, grow and preserve their wealth with tax-sensitive strategies that address more than their investment portfolios. From retirement planning to liability/liquidity planning and beyond, we embrace client's full wealth picture to help them comprehensively manage their financial life for generations.
The Flack Wealth Management Team cares deeply about the clients we serve and believe that the only way to fully support their wealth management needs is by limiting the number of investors we support. By doing so, we work to ensure we always have the time and resources to deliver deep client service in every advisory step based on:
- Meaningful Relationships: Because we don't focus on serving transactional needs, we are able to foster long-term relationships where we know clients as investors and individuals. We build meaningful client relationships based on trust and respect - and upheld by complete wealth management. In fact, our team has often formed dear friendships with clients and their families throughout the years.
- Thorough Planning Support: Deep planning support is the foundation of our advisory guidance. We believe that the better we understand the breadth of clients' financial needs, goals, and visions, the better able we are to help them pursue their desired financial life in every wealth stage. With thorough planning support, we can address clients' assets and liabiilities under a united, forward-looking wealth plan based on their unique financial objectives.
- Modern, Skilled Guidance: The financial marketplace and clients' lives continuously evolve. To support tomorrow's objectives, we stay current with the dynamic financial environments and pending legislation changes, as these developments can greatly impact clients' financial outlook and wealth plan.
- Proactive Communication: We believe informed, educated clients make wiser financial decisions. No matter what the markets are doing, we seek to provide calm, clear, and thoughtful advice for logical decision making - and we proactively communicate so clients never feel in the dark about their financial details.
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.
