We are committed to earning your trust and serving present and future generations. We are focused on helping you solve the challenges that wealth can bring, and providing you access to the investment resources of Merrill and the banking convenience of Bank of America.
The advice and specific strategies we provide are based on years of collective experience. We know that clients who create wealth often have definite ideas about what they want to accomplish and who they trust to assist them in the process. We intentionally limit the number of clients we advise which enables us to devote substantial time and energy to help evaluate and tailor individual strategies for you. This allows us to be responsive to your personal goals and to focus our time and talent on providing those services that contribute to simplifying your financial life.
Your vision for the future may include the values you wish to hand down to your children, grandchildren, and future generations. Our experience and attention to detail help create the environment for articulating, evaluating, and realizing that vision.
You will find that a relationship with us can go well beyond investment management, extending to the advice and strategies we offer that are intended to help prioritize and pursue what is important to you.
Through the ups and downs of the markets, our clients are driven to succeed. But as the scale of wealth grows, so does the importance of having a wealth management plan designed to address virtually every financial situation you may encounter.
Your plan begins by working with a GCCA financial advisor who asks thoughtful questions, understands your needs and views, and is prepared to contribute whatever time may be necessary to help you plan and pursue your goals, short- and long-term. Your plan may also be augmented with access to a global network of information, analysts and specialists, and the credit and lending capabilities of Bank of America.
To arrive at a goals-based wealth management plan designed specifically for you, we commit significant resources—both human and technological—to help you comprehend, track, and remain committed to your progress toward your goals. This is primarily done though periodic reviews that we conduct with you, which then allows us to make any necessary revisions due to changes in your personal circumstances or the financial markets.
We've built our reputation by demonstrating passion, commitment, and competence as we aspire to make sound financial decisions.
CFP®, CRPC™
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.
