Our mission is to understand you and your priorities. We help you design, implement, and oversee a customized wealth management strategy that helps you and your family pursue your financial goals. Our wealth management approach is about using wealth to help turn goals into reality.
The SRI Group serves a nationwide clientele of successful business owners, senior-level corporate executives, experienced professionals, and non-profit organizations from its offices in New York City and Wilmington, North Carolina. Bringing insights from Merrill Lynch Wealth Management analysts and hedge fund managers directly to clients, the team believes in taking a collaborative approach to investing, through a process it’s honed for decades.
“Growth and dividends are important to us, and to many clients,” Shelly Scherer says. “We aim to preserve and grow clients’ assets over the long term – to reflect a client’s timeline, need for liquidity, comfort with risk, and other preferences.” Using the team’s experience and the due diligence of Merrill, risk-managed portfolios are diversified for each client among stocks, bonds and other asset classes. “I believe clients value our discipline and devotion,” Shelly notes. “By crafting thoughtful strategies for retirement, education funding, wealth transfer and more, we can better position clients for positive outcomes that bring them personal and financial rewards.”
To build effective tax minimization and estate planning strategies, The SRI Group coordinates with clients’ CPAs and attorneys. Access is also provided to Bank of America N.A. for securities-based lending, corporate cash management and other ways to help clients effectively manage their liabilities.
“Clients want financial independence and answers – when can they retire or what passion can they afford to pursue. It’s fulfilling to help clients strategically use wealth, to enjoy a desired lifestyle or leave a meaningful legacy,” Wilgene Cheng explains. “We help manage clients’ assets and their expectations. The tenure of those relationships and the referrals we receive tell us we’re doing our jobs well."
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CPFA®, CPWA®, 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.
