Edward T. Stellingwerf & Associates
As a wealth management practice, our role is to balance the everyday financial challenges of our clients with their longer-term ambitions. Throughout the client advisor relationship, our team will always be learning about you to understand your priorities, and recognize when your needs have changed. We employ goals-based wealth management techniques for improving current and intermediate cash-flow requirements, and implement investment planning strategies that best complement your longer-term objectives.
We believe the best financial strategy is the one that helps you pursue your life goals with confidence. Our experience, as both practitioners and teammates, tells us the ambitions most people have for themselves are often limited by how secure they currently feel about their own financial condition. By working together to help improve your knowledge and experience for your financial condition, by bringing transparency to the economic costs and risks of your decisions, we believe you will benefit from the confidence of feeling informed while aligning your wealth with your priorities, and increase the probability of your intentions leading to an expected and successful outcome.
CFP®, CPFA®, 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.
