The Bonavia Frisch Team
We understand that wealth management is more than just the wide range of financial services and advice you can access at Merrill Lynch Wealth Management — it is how those services and strategies are developed and delivered.
Our group offers a customized approach to wealth management, shaped by an understanding of your needs and aspirations. To help you manage your wealth, we call upon the advisory and investment capabilities of Merrill — one of the world’s largest wealth management firms. In addition, our group provides access to Bank of America's many credit and lending services
We are dedicated to helping high net-worth individuals and families build a solid financial foundation to maintain their standard of living and lifestyle-now and into retirement. We work closely with our clients to help them reach their financial goals with wealth management strategies that are realistic and achievable. With a focus on investments and estate planning services, we bring together the quality research and financial services of Merrill Lynch Wealth Management to guide clients in planning for a continuous, predictable income stream that enables them to retire with dignity, while minimizing taxes. We are adept at working in tandem with clients' CPAs, attorneys and other professional advisors to help ensure a cohesive wealth management strategy.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Clients come first at Merrill. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and your family.You can expect thoughtful advice and guidance, with access to the investment insights of Merrill and the banking convenience of Bank of America. It's not about industry benchmarks-it's about you and your hopes and dreams.Our group offers a customized approach to wealth management, shared by an understanding of your needs and aspirations. To help you manage your wealth, we call upon the advisory and investment capabilities of Merrill – one of the world's largest wealth management firms. In addition, our group provides access to Bank of America's many credit and lending services.
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.
