The Doyle Group
Merrill Lynch Wealth Management
We’re a nationally recognized wealth management team based in Manchester, New Hampshire.* We work with clients in multiple regions of the United States, advising them at varied points in their personal and professional lives. Each has a unique story. Some are business owners contemplating a significant decision, such as an expansion, transfer, or sale. Others are executives, either actively working or retired. And still others have inherited their wealth.
Whatever a client’s path, we recognize that “wealth” means a lot more than a person’s balance sheet. We’re sensitive to the crossroads that people encounter in their financial lives: death of a loved one; marriage or divorce; launch, transfer, or sale of a business; retirement; or other significant event. We approach each of these transitions with the empathy and care they deserve, helping clients make informed decisions about their lives and legacies. Education is a cornerstone of our practice; we’re gratified to support multiple generations of client families in becoming more capable stewards of their finances.
We are a planning-based team, grounding our work in a detailed analysis of your circumstances. We believe strongly in the value of designing—and executing—a customized plan for you and your family. Our team has holds professional designations that attest to this emphasis:
-
Rachael Doyle is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
-
Sean Doyle holds the Chartered Retirement Planning Counselor (CRPC™)designation, the Certified Plan Fiduciary Advisor (CPFA™) designation and the Certified Divorce Finance Analyst®certificate.
-
David Salzberg has earned the Certified Plan Fiduciary Advisor (CPFA™) and the Certified Private Wealth Advisor (CPWA™) Designations
Skilled listeners, we begin each relationship by learning about your unique background, preferences, goals, and aspirations. We then craft a long-term strategic plan that pinpoints your objectives and lays out a clear path to pursue those aims. Planning is not an end to itself, of course. We pride ourselves on our implementation. We've structured our team with clear roles and responsibilities; each of us is committed to helping you make steady and resolute progress toward meaningful milestones. Together, we leverage our collective strengths and talents to help you streamline complexity, resolve uncertainty, and restore precious free time so that you focus on the passions and pursuits you most value.
Click Here to go to Registration Page
You've paid into the system for years and now it's your turn to reap the rewards of your hard work. When you decide to collect Social Security it can be a function of a variety of elements—including your current health, family history of longevity, marital status and the age difference between you and your spouse.
Join us for an informative seminar during which we'll discuss:
• How Retirement Benefits are Calculated
• Choices for Married Couples and Divorcees
• Taxes and Your Retirement Plan
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.
