A Focus on Clients, a Passion for Wealth Management
We believe wealth management is a thoughtful, ongoing process, not a single transaction. Your strategy, and the diversified portfolio of investments that powers this strategy, should be based on your unique circumstances, your values and your vision of the future.
A Goal-Centric and Personalized Process
We spend considerable time and energy in discovery to understand your core values, life goals, key relationships and family dynamics, and we complete a diagnostic analysis of your balance sheet, income and expenses, and non-investment assets and liabilities. Upon completion of our analysis, we share our thoughts on the strengths and weaknesses of your current strategy, as well as our ideas for you moving forward.
Who We Work With
We work with successful families, couples and individuals, including business owners, entrepreneurs and corporate executives. Each client is unique, but they often share common values around family, education, a strong work ethic and philanthropy.
Multi-Generational Wealth Preservation
You know your family, we know Trust & Estate Strategy. In coordination with your attorney, we make powerful and complex structures such as GRATs, GRUTs, CRATs and CRUTs understandable. We guide our clients to leverage these advanced techniques to maximize tax efficiency and align their core values with their next generation wealth transfer plan.
We are proud of the strong connections we've developed with clients and their families over the years. A number of clients have been with us for multiple decades, and many of our relationships with families span multiple generations. Our commitment to clients and the strong relationships we build with them are the pillars of our durable relationships.
Our commitment to you:
- We seek to understand you, your goals, your personal financial needs, your tolerance for risk, time horizon, liquidity needs and any other factors that may affect our recommendations.
- We seek to understand the key relationships in your life and the dynamics within your family as they pertain to your finances.
- We help you weigh your investment choices and set realistic expectations about long-term performance and associated risks.
- We make ourselves available to discuss the status of your investments, and we offer timely account and transaction information.
- We meet with you periodically to review your strategy and investments and to listen to any changes in your life and circumstances, or market conditions, that may prompt us to adjust your strategy.
- We gauge our success by the progress you make, over time, toward the financial goals that are most important to you and your family.
Your Circle of Advisors
At your request, we will coordinate with your other professional advisors, including your attorney, CPA, tax preparer, business manager, insurance underwriter and any others. Our experience has been that your interests are best served and you increase the likelihood of attaining your goals when your trusted advisors work together proactively to offer a holistic approach to cohesive custom strategies.
CFP®, CIMA®, CPWA®
AAMS™
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.
