For more than 20 years and through a wide range of market conditions, our experience has taught us that applying a disciplined approach is the best way to serve our clients’ needs. We use a goals-based wealth management process that identifies and quantifies a client’s goals, measures a client’s need and capacity to take investment risk, evaluates these factors to develop a plan, and monitors progress toward goals. We take time with each client to explain investment decisions and to increase client comfort level and understanding. We feel that wealth and investments should be managed to help achieve outcomes that are personally meaningful to each client.
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.
