Pierce and Associates
Pierce & Associates partners with a select group of successful families to help them pursue their long-term financial goals through disciplined, personalized wealth management.
We specialize in working with individuals and families who have built significant wealth and are seeking a more strategic, coordinated approach to preserving and growing their assets. Our focus includes retirement planning, simplifying complex financial lives, and creating thoughtful multigenerational strategies to help preserve and transfer wealth.
We believe strong relationships are the foundation of effective advice. By taking the time to understand each client’s unique priorities and family dynamics, we deliver tailored guidance designed to support informed, confident decisions. To maintain this high level of service, we intentionally limit the number of families we serve.
Our team often works across generations, helping families build alignment and clarity around their financial goals while supporting younger family members as they begin their own financial journeys.
Above all, we are committed to simplifying complexity, providing transparency, and building lasting relationships—so our clients can focus on what matters most and the legacy they want to create.
We believe the most effective financial approach is one that is built around what matters most to you. That's why we begin by understanding your priorities, goals, and aspirations—encouraging open dialogue and thoughtful questions every step of the way.
Whether you are planning for future health care needs, preparing for education expenses, considering a business transition, purchasing a home, or thinking about how to transfer wealth across generations, each decision plays an important role in your overall financial picture. It all starts with a customized plan designed to help you manage, grow, and preserve your wealth today—while thoughtfully considering the impact it may have for years to come.
With access to the investment insights of Merrill and the banking capabilities of Bank of America, we work with you to develop a coordinated, personalized approach aligned with your evolving financial needs and long-term objectives.
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.
