Gold Wealth Management Group brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. Among the reasons our team chose to become financial advisors is because of our passion for helping to educate our clients about investing. As Merrill Lynch Wealth Management Advisors, one of the most valuable things we can do for clients is to help them understand the markets and our goals-based wealth management approach. Offering access to the global investing resources of Merrill and the banking convenience and lending solutions of Bank of America, we assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth.
Including the entire family in the financial planning process is important. Our financial advisors can work together with you to engage your family in planning strategies, often helping facilitate family finances discussions that may be difficult for you or other family members to initiate on your own.
CIMA®
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.