There's something to be said for experience, particularly the depth and breadth of experience of the Boyd Wealth Management Group. Our entire team shares a common goal: to help you pursue your personal goals, such as planning for and funding your childrens' educations, helping to ensure that your money lasts in retirement, planning for your potential health care costs, and managing the transfer of wealth to the next generation. Many clients have relied on us for more than 40 years, from one generation to the next.
Clients, we believe, have come to appreciate our professional advice and guidance, as we strive for exceptional level of service, and we work together to develop and execute wealth management strategies built to help them pursue their short- and long-term financial goals.
The Boyd Wealth Management Group gives you full access to Merrill's wide range of tools. We learn about your assets and liabilities. We help you prioritize your financial goals and objectives, then place them in the context of your time line, liquidity needs and personal tolerance for risk. The end result: a wealth management strategy that is designed to help you move forward with clarity.
Investments are considered with your objectives in mind and are recommended only if we feel they have a place in your overall strategy. This team will work with you to reexamine your wealth management strategy whenever you need us to—and find fresh strategies that help to meet your new requirements.
CFP®, CPFA®, SE-AWMA™
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.
