The TS Group is a highly skilled team of professionals offering the personal touch of a boutique-like firm combined with the vast investment resources of Merrill and the banking convenience of Bank of America. We focus on assisting high-net-worth individuals, families, corporate executives and small business owners with various aspects of their wealth management needs, drawing on our collective insights and experience to provide customized strategies.
When you work with The TS Group, you’ll be working with a team that has practical experience and a shared pursuit of excellence in everything we do. We pride ourselves on our commitment to understanding your goals and objectives, and developing tailored strategies to address your current and long-term needs.
The foundation of our advice and guidance is taking the time to truly understand what is important to you. We listen and we work together with you to provide organization and discipline to your financial life. We offer clients our financial acumen, and maintain a dedication to outstanding service.
We offer a customized, proactive approach to clients' individual and family situation. The TS Group focuses on you – in our effort to help you design and refine a wealth management strategy tailored specially for you.
We are committed to gaining a keen understating of your needs, goals, time, horizon, liquidity requirements, risk tolerance, personal situation and overall financial position to help us offer customized wealth strategies. Our disciplined process is proactive, designed to help you grow and preserve your assets and to structure the income streams you need.
Our investment approach rests on the fundamentals of balancing risk and return with diversification. We can help you understand the elements of risk that might affect your long-term wealth strategy. We can help you understand the elements of risk that might affect your long-term wealth strategy. We strive to offer a well-balanced portfolio that helps you pursue your investment objectives through a broad spectrum of market cycles. We work with you to create personalized investment guidelines detailing assets targets, risk tolerance, allocations of various asset classes and much more.
Over time, we can suggest changes to rebalance your portfolio as needed.
CAIA®, CFP®, CPFA®
CRPC™
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.
