Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
With over 100 years of combined industry experience and the vast resources of Merrill Lynch Wealth Management, we help people with some of the most important decisions they will ever make. From planning a complicated business transaction or structuring a family legacy to retirement and education planning, your decisions should be informed and made confidently.The Barton & Cummins Wealth Management Group provides a highly-personal service that goes beyond the traditional investment advisory relationship, offering a customized wealth management experience. This can include; financial planning, private banking services, goals-based investment management and financing solutions.Our typical client's lead busy lives and value our full service model. If you are interested in having an introductory conversation we welcome you to reach out.
CEPA®, CFA®, CFP®, 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.
