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.
As a dedicated wealth management practice within Merrill, a division of Bank of America, 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.
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.
