The Rutherford Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The Rutherford Group formed by two partners, in Shelby and Rutherfordton, over twenty-five years ago has grown it's business year over year thanks to the decades of bespoke advice we have provided to our clients. We help provide an objective approach to goals-based investing for affluent individuals, families, businesses, and foundations. Our advice is unbiased and personalized for all of life's financial decisions. As a Merrill Advisory Team, we take a comprehensive view to all areas of your financial lives from accumulation to annuitization to legacy planning. Our client-centric planning looks beyond the surface and focuses on a deep, personal interest in helping to improve the quality of all our clients' lives. Whether your focus is on wealth accumulation, preservation or distribution; we combine extensive due diligence and portfolio management experience to develop financial strategies and portfolios that address each client's special and unique circumstances.
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.
