Mathes, Gidcumb, Callen & Associates
Mathes, Gidcumb, Callen & Associates is a wealth management group that delivers the vast resources of Merrill Lynch Wealth Management, combined with the exclusivity and intimacy of a boutique-like firm.Planning, advice & guidance are the heart of our Goals-Based Wealth Management process. Together we go beyond clients’ investments, to helping them with all aspects of their lives.Clients explicitly come first. Not only do their goals become a benchmark by which to evaluate investment success, but their focus expands beyond returns and simple asset allocation to understanding transparency of fees, risks and outcomes.We help clients articulate and quantify the purpose for their wealth, advise them in creating an overall wealth management strategy and provide consistent guidance and periodic reviews to help ensure clients stay on track with their complex and often changing needs. Our comprehensive approach to wealth management empowers clients to focus on what is important.Together we implement strategy in conjunction with Merrill Lynch Wealth Management specialists and clients' tax and legal advisors.
Mathes, Gidcumb, Callen & Associates is a wealth management group that delivers the vast resources of Merrill Lynch Wealth Management, combined with the exclusivity and intimacy of a boutique.Planning, advice & guidance are the heart of our Goals-Based Wealth Management process. Together we go beyond clients' investments, to helping them with all aspects of their lives. Clients explicitly come first. Not only do their goals become a benchmark by which to evaluate investment success, but their focus expands beyond returns and simple asset allocation to understanding transparency of fees, risks and outcomes. We help clients articulate and quantify the purpose for their wealth, advise them in creating an overall wealth management strategy and provide consistent guidance and periodic reviews to help ensure clients stay on track with their complex and often changing needs. Our comprehensive approach to wealth management empowers clients to focus on what is important.Together we implement strategy in conjunction with Merrill Lynch Wealth Management specialists and clients' tax and legal advisors.
CFP®, CIMA®, CPFA®
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.
