BSK Wealth Management is a deeply experienced wealth management team that serves clients in multiple regions in the United States. Twelve people strong, we apply the knowledge and insight we’ve gained from more than 200 years of collective experience.
We realize that everyone treads a unique path in his or her financial life. We cater to that singularity. Dedicated to our craft, we believe we serve clients best when we truly understand them: their goals, challenges, concerns, and aspirations. Our commitment is demonstrated by the time we dedicate to each relationship. Through in-depth conversations and regular meetings, phone calls, and emails, we stay in close contact with our clients so that we can respond to their changing needs. Clients know how much we value them because we offer a warm, welcoming environment where they know they are heard.
Our goal is to be the go-to resource and first call for any financial issue, large or small. We feel privileged to serve as a discreet confidante during life’s transitions, personal or professional, walking with clients through critical crossroads in their lives and legacies.
We advise a number of clients who have complex financial situations: business owners, entrepreneurs, professionals, senior executives, and inheritors, among others. Each person is unique, deserving customization and one-on-one attention. For us, the value and satisfaction of our work derives from discerning a "good fit" – from appreciating the whole client and delving into the intricacies of his or her situation. We take the time to develop a granular understanding of each client's financial life—to organize, streamline, and unify—so that we can create a holistic financial picture. We strive to be trusted advisors and guides, where we welcome the opportunity to heighten transparency, capitalize on efficiency, and educate clients about the options at their disposal.
We meet clients where they are and help them move toward where they want to be. We recognize that clients come to us with varying needs. Some look to us for our technical abilities, such as investment execution or concentrated stock management. Others have a particular question in mind, such as positioning their business for a future sale or calculating the timing of their retirement. Still others inquire about family issues, such as preserving wealth in a tax-sensitive manner, saving for higher education, or fostering sound stewardship in the next generation.*
We welcome all of these needs. Our longevity and continuity as a team make it likely that we have encountered similar situations before. Through our Merrill and Bank of America network, we integrate the advice and guidance of locally based specialists; we also work with clients tax and legal advisors, as appropriate. Together, we'll look to design and implement forward-looking strategies that leverage our collective strengths, backgrounds, and experiences.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
