Beckett George Bernstein Mulholland Wealth Management Group
We share a common passion across our team, and that is our desire to help others. This passion stems from the financial challenges that we, our friends or families and clients have all experienced in the past. As witnesses to these challenges faced by important people in our lives, we recognize the need for a professional and caring team to help others realize the life they want. Helping clients pursue their financial goals is at the core of what we do; such as planning for their children's education, planning for retirement or the sale of a business and everything in between that involves an important financial decision. We strive to bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey where you can depend that we are by your side every step of the way.
Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.
The value of the relationship with you includes:
- helping you make informed decisions
- recognizing your life priorities and goals
- understanding your investment style
- helping you prioritize and pursue goals
- being transparent by making possibilities, fees and risks clear
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
CIMA®, CKP®, CPFA™
CFP®, CPFA™
AAMS™
ChFC®
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.
