The Thalman Branstrom Group
Welcome to the Thalman Branstrom Group at Merrill Lynch Wealth Management
At the Thalman Branstrom Group, we provide personalized wealth management strategies for high-net-worth individuals, families, and business owners who seek to preserve, grow, and transfer wealth with purpose and precision. With decades of experience and the strength of Merrill and Bank of America behind us, we offer access to institutional-caliber resources with the attention and care of a boutique advisory team.
Our approach is rooted in long-term relationships, built on trust, discretion, and a deep understanding of the complex financial landscape our clients navigate. Whether you’re preparing for a liquidity event, optimizing tax strategies, or building a lasting legacy, we deliver customized strategies tailored to your goals and values.
Your legacy is more than numbers. It is our privilege to help you protect it – today and for generations to come.
The Thalman Branstrom Group are dedicated to helping you pursue your lifestyle goals. Whether related to family, home, health, work, leisure, or retirement the focus is to assist you with the priorities in life that matter most to you and your family. This includes providing the advice and guidance needed to help you with the most important decisions in life.
CFP®, CIMA®, 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.
