Norman & Young Group
Outstanding Wealth Management Starts With Understanding
Wealth management is not static—it is dynamic. Managing wealth is more than a matter of portfolio construction. It is a process, built through a series of decisions and actions, that can help you transform your financial vision into reality.
As a client, you are our focal point—and we strive to offer you a consistent experience that is both disciplined and inspiring. From the start, our goal is to get to know you and your family. The more we understand your motivations, the better equipped we will be to assist you in managing your wealth.
Our advice and guidance can help bring simplicity and clarity to your financial life. Utilizing our team members' more than 80 years of collective experience, we can help you craft a wealth management strategy designed to balance your present income needs with your distinct set of goals and financial objectives.
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*Forbes “Best-in-State Wealth Management Teams”
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Our team believes successful wealth management comes from examining how the various elements of your financial life work together. Key factors to consider may include the retirement lifestyle you envision, how you would like your wealth to impact your family, your tolerance for risk, liquidity needs, time horizon—and, of course, your personal goals. What arises from this process is a tailored financial strategy that encompasses your life as well as your finances. Our wealth management process is continuous, evolving with you as your needs and goals change. The process breaks down what may seem complex into simple, understandable terms. It places you at the center of our efforts—helping to preserve, grow and distribute your wealth based on your unique objectives.
We believe successful long-term investing is goal oriented and strategy driven. Our process helps us understand your needs and be proactive throughout our relationship. The Norman & Young Group follows a disciplined, five-step protocol to gather information about you, your family and your life; sharpen your financial vision; and organize a thoughtful strategy that ultimately helps us to suggest investments with the potential to fulfill your needs while pursuing your goals.
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.
