The Goodman Group places the investor directly at the center of their wealth management approach.

The process begins with a deep, thought-provoking conversation, laying a foundation to understand each client's risk tolerance, time horizon, liquidity needs, priorities, and unique financial concerns.
From there, a customized strategy is crafted, leveraging insights from Merrill and access to the banking capabilities of Bank of America.

As needs and market conditions evolve, Michael and Greg are proactive to have detailed discussions and make adjustments as needed. Whether clients are looking to plan for retirement, small business opportunities, or plan for long-term family wealth, Michael and Greg provide personalized plans for each of their clients' goals.