Bonetto, Martin & Associates
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Our team is a Charlotte based organization serving clients throughout the United States. We have an ongoing commitment to pursue customized strategies for clients. With over 40 years of combined experience, we offer a depth of advice and guidance along with regular performance reviews which helps us make your personalized recommendations flexible enough to adapt to goals throughout a lifetime. We help clients create, build and preserve their wealth whether starting a family, saving for college, or looking toward retirement. Our main objective is to help clients balance risk while limiting volatility that can sometimes make investing an anxious experience.
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.
