The Liss Group has a combined 75+ years of wealth management experience and oversees approximately $990 million (as of May 2024) in assets for high net worth individuals, foundations and small businesses. Our main focus is to provide our clients with wealth management services designed to address a wide range of financial needs. Using a personalized goals based approach, we provide customized advice and guidance based on what is most important to our clients. We work closely with clients CPAs and other financial professionals to help make sure all of their financial goals are aligned.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
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.
