Edward T. Stellingwerf & Associates
As a wealth management practice, our role is to serve accomplished families, individuals, and business owners who seek thoughtful guidance in an increasingly complex financial world. Our approach combines personalized advice, disciplined wealth management, and technology-enhanced insights to help clients make confident decisions across every stage of wealth creation, preservation, and transfer.
We believe exceptional advice begins with understanding your goals, values, and aspirations. Through an ongoing relationship, we help anticipate change, identify opportunities, and coordinate strategies designed to support your evolving financial life.
Our goal is simple: to help you align your financial resources with your most important objectives so you can move forward with greater clarity, confidence, and purpose.
Our mission is to deliver advice to our clients that is appropriate, actionable, and easy to understand. We measure our success by the experience and satisfaction of the individuals and families we are serving.
As a dedicated wealth management practice within Merrill, a Bank of America company, we are committed to helping individuals and families navigate daily financial priorities while staying focused on their longer-term and lifetime plans. We endeavor to cultivate enduring relationships—marked by attentiveness and discretion—by continuously seeking to understand the evolving priorities of those we are privileged to serve. Leveraging a goals-based wealth management approach, our clients balance the business of today with cost of tomorrow's ambition, offering strategies that improve efficiency, prudence, and purpose. We deliver our services in the way that best fits your lifestyle—whether in person, over the phone, or digitally with Merrill's robust online and mobile capabilities—providing flexibility and convenience without compromising personal connection.
Our goals-based wealth management approach places individuals and families at the center of everything we do. We begin by working together to compose a formal statement of financial condition and establish a clear understanding of one's current financial picture. We introduce a personalized wealth management policy that reflects the values and priorities of the individual or family we are serving. We offer and maintain a measured outlook, scheduled and routine reviews, to bring transparency to the costs, risks, and probabilities associated with growing wealth with purpose and preserving wealth over long periods of time. This process and framework is designed to adapt as life unfolds.
We believe the most effective wealth management instills confidence, empowering individuals, and families to pursue their aspirations with assurance. With years of experience as advisors, we have observed that a sense of financial security often shapes one's vision for the future. By aligning wealth with purpose and priority, we aim to help those we serve make informed decisions for supporting meaningful and intended outcomes.
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.
