"We are committed to delivering exemplary wealth management that goes beyond investment advice and seek to help clients understand and plan for what they value most. We facilitate and nurture a balanced approach to life and wealth, and strive to be a critical and a dependable resource for all of our clients and their families for generations to come". Maniaci, Donnelly & Associates
Our qualified goals-based wealth management team has over 100 years of combined financial services industry experience. We provide client coverage across most of the country. Our focus is on building and maintaining valued and long-lasting relationships. We have dedicated our careers to thoroughly understand the priorities of affluent individuals and their families. We provide all our clients personalized attention and customized investment strategies. Our clients have come to us because they realize their wealth demands special care, constant attention and meticulous planning. This approach helps ensure that portfolio management, education funding, retirement, home financing, liability Management, and liquidity strategies are strategically approached. By doing this, we can deliver a broad range of strategies that encourage a balanced approach to life and wealth management.
Most Importantly, we take pride in simplifying the process for all our clients. We like to work with great people who respect and value what we do and offer. We believe it is very important to know our client's personally. We take the necessary time to truly understand what they value most and what is most important to them. This enables us to become a valued resource in their lives
Our Clients include:
High Net Worth Families
Executives & Equity Compensation Plans
Small Businesses
Foundations
Private and Public Companies
401(k) Plans
Retirees
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
AWMA™, 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.
