The Harding Group
At The Harding Group, we offer the families we serve a clear path forward for achieving their priorities. Our wealth management services for these families include specifically tailored strategies and guidance for their goals, estate and insurance planning services, wealth transfer strategies, special needs concerns, and banking and lending services through Bank of America.
We help our clients seek a more meaningful life by guiding them through the three stages of wealth management: accumulation, preservation, and transfer. While investments are clearly a critical focus, they are not the only components of a successful wealth management strategy. We work closely with your attorney, accountant and other advisors to make certain you have the input you need to make effective, integrated decisions. We care about our clients and want them to succeed at every level of their lives. Our team offers the customization, accessibility and leadership to best leverage our clients' time in attaining those outcomes in the most comfortable and confident manner possible.
AAMS™, 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.
