At Faulis DeGeorge & Associates, we know managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions while providing access to the investment insights of Merrill and the banking convenience of Bank of America. Our team seamlessly incorporates ourselves into your existing financial professional lineup by working directly with your CPA, Estate Attorney and Business Managers to help identify and achieve your fiscal objectives in a goals based planning approach.
We pride ourselves on our team’s unmatched service model that gives our clients access to a holistic wealth management relationship. Using a platform that fully integrates our brokerage and banking services, we become a true one-stop-shop in assisting with all of your personal and business financial needs ranging from retirement planning, asset management, tax aware investing strategies, banking, lending and more. We prioritize our clients and their needs above all else while striving to provide a uniquely custom wealth management experience.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Our goal is to secure your family's financial future through a trusted relationship with our team. We utilize our extensive knowledge to provide customized financial plans, helping to ensure your well-being and prosperity for future generations. We build enduring relationships by providing excellent service, and meticulous attention to detail with care and integrity. With us, your wealth becomes a lasting legacy, guided by our unwavering commitment to your best interests.We have client relationships spanning four generations deep which we feel serves as a testimonial to our excellent service and dedication to educating the next generation on transitional wealth. If you believe that your wealth is a legacy that should be passed onto successive generations, then we see it as our responsibility to educate and prepare that next generation to receive, preserve and grow what you pass on.We lead with our client's best interests first and foremost. That commitment to the families and businesses we are privileged to serve, never wavers.
CPFA®, CRPC™, SE-AWMA™
AAMS™
AAMS™
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.
