Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
The various stages in life often require adjustments in your financial and life goals, including:
- The retirement lifestyle you envision
- Preparing for the cost of the best education possible for your children and grandchildren
- Strategies for preserving and growing wealth
- Wealth transfer to the next generation
- Establishment of your legacy through family foundations and philanthropy
- Diversifying business interests
- Tax-minimization strategies
- Access to the banking and lending solutions of Bank of America
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.
