Mussa Weiner Wealth Management
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Here at Mussa Weiner Wealth Management, we measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities, but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you - your unique goals, priorities and financial situation - followed by a disciplined wealth management strategy, offering access to the investment insights of Merrill and the banking convenience of Bank of America. As you and the markets change, we will meet to track progress and adjust strategy, as needed.
Denver, CO (December 12, 2023) – The Investments & Wealth Institute (IWI), the leading professional association, education provider and standards organization for the financial advice industry, has announced its newly elected Board Officers and Board Directors. Roger Mussa, CPWA®, RMA®, CPFA™, Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager for Merrill Lynch Wealth Management has been named a newly elected Board Director for 2024 and 2025.
CPFA™, CPWA®, RMA®
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.
