The STN Group & Associates
The STN Group was founded with the mission "to use all of our talents and resources to make clients' lives more successful by providing an enjoyable and superior experience in defining and exceeding their financial goals." Every member of our entire team shares a common goal: to help clients pursue meaningful goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything we do takes into account the clients’ personal perspectives and priorities.
We aim to help bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey of managing and helping you reach your goals.
We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities, but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you — your unique goals, priorities and financial situation — followed by a disciplined financial strategy, offering access to the investment insights of Merrill and the banking convenience of Bank of America. As your life and the markets change, we will meet to track progress and adjust strategy, as needed.
Our most important consideration is understanding you and your objectives. Your personal goals and priorities should be at the center of all your financial decisions and form the foundation of your wealth management strategy. Our skilled and attentive team members understand the latest market trends, risks, potential opportunities, and the strategies to navigate them.
At the STN Group & Associates, we believe that significant wealth requires tailored goals-based financial strategies that will see clients through today, tomorrow, and the long-term future. Managing wealth, deploying tax minimization strategies, legacy planning, and building diversified portfolios is complex. Your dedicated wealth management team simplifies those complexities by guiding a transparent process designed to help manage volatility and risk while maintaining a steady focus on long term wealth accumulation and preservation. Fueled by the resources and insights of a global wealth management institution and the convenient access to one of America's leading banks (Bank of America), we work together to develop the financial strategies that can help you pursue your most meaningful goals.
When you choose to work with the STN Group & Associates, it is an investment in your financial future. We understand the importance of that decision and we look forward to the opportunity to serve you.
CPFA™, CPM®, CPWA®, CRPC™
CFP®, CPFA™
CPFA™, CPWA®, CRPC™
CRPC™
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.
