Miller Rap Wealth Management
Providing you access to the global investing resources of Merrill and the banking convenience of Bank of America, we assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth.
We then help develop a financial strategy aligned with your goals.
Your investments should be consistent with the causes, issues and beliefs that are important to you. We take the time to meet with you, listen to your preferences, and discuss companies and institutions that may be reflective of your faith. The team can also help you eliminate firms in your portfolios whose practices may run counter to your beliefs. Financial goals aligned to your beliefs mean a lot to you. A faith-based investing approach can help you in your pursuit of meaningful goals in your life.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other approaches or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG approaches may rely on certain values-based criteria to eliminate exposures found in similar approaches or broad market benchmarks, which could also result in relative investment performance deviating.
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.
