Holst Kelley Wealth Management Group
Holst Kelley Wealth Management Group has a deep understanding of the potential challenges and rewards of owning a yacht. By gaining experience working with other clients who share this passion for yachting, we understand the specific needs of these clients and provide the investment insights of Merrill and access to the banking convenience of Bank of America to develop an approach in their best interest. We take the time to listen to client financial situations, preferences and goals, including time horizon, liquidity and risk tolerance, and how their love of yachting fits into this list of priorities. We then discuss an appropriate approach for their financial strategy, offering a wide range of opportunities, including investments, retirement income planning, estate planning services and philanthropy through Merrill, as well as access to cash management and financing services through Bank of America.
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®
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.
