At Littlewood & Associates Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service. We believe we foster a different kind of mindset - one wholly dedicated to advancing the best outcomes for the clients we serve.
Speak to us for a few minutes, and you will notice something different. We are resolutely focused on a client's goals and continually strive to exceed expectations. We feel few teams have the experience, know-how and resources to manage wealth the way we do. We are keenly attuned to what matters to you - your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business.
In a financial world marked by change - in markets, regulations, opportunities, and challenges - we look to promote consistency, dispel confusion, and design a personlized path for each family. We believe the principles we work by are as valuable to you as the talent and experience we bring to your portfolio. We are proud of the fact that we are restless in our quest to help you, utilizing our team's complementary skills and strengths. Clients work with us from cities and towns in diverse parts of the United States. Our network of Advisors and Client Associates collaborate to serve as your "go-to resource," whatever the financial issue or need.
We offer a holistic approach to your financial life. We focus on obtaining a 360-degree view of your financial vision and lifestyle to develop a clear picture of your wealth.Although your wealth has different purposes or uses, all its parts need to work together in a coordinated way. That's the goal of the integrated wealth management strategy our team will prepare with you. You'll find that your key concerns are taken into consideration—including your assets, understanding of risk and time to various milestones—and we help build your strategy by recommending actions that incorporate your management needs, liquidity needs, time horizons, expectations and tolerance for risk. We also look at what refinements can be made to your wealth outlook and what changes can better position your assets for tomorrow.On your instruction, we'll help you put into motion the strategy and tactics developed regarding cash management, investments, trusts and more as well as provide you with access to Bank of America's credit and lending. You will receive monthly statements of your transactions and holdings and we will reexamine your overall strategy to help you stay current, timely and on target.
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.
