The Wolff Group makes planning for the future easier. Our initial focus is on getting to know you - your needs, values, passions, beliefs and goals:
Have you recently experienced a transition in life such as marriage, divorce, selling a business or entering into retirement?
Do you have a complete understanding of how your assets, liabilities, income and expenses are working together to ensure your financial wellbeing?
Have you decided on what type of legacy you want to leave for your family, friends and philanthropic interests?
The answers to these questions inform our next steps, which include the development of a comprehensive wealth management plan and investment management strategy that works specifically for you, your family and your future generations.
Success is a choice. We'll help you make the right one.©
Our wealth management practice is focused on cultivating lifelong relationships that place the interests of clients first. That's why we operate across multiple generations, helping high-net-worth investors determine where to allocate their wealth at what time. We help achieve a consistent outcome by adhering to the following three steps:1. First, The Wolff Group engages all clients in an active dialogue to develop a thorough understanding of every life goal, investment objective and tax consideration.2. Next, we analyze the information and create a customized wealth management plan that spans the client's complete monetary lifecycle. This includes the generation of cash flow, net worth and projected income statements.3. Following this process, we develop an investment management strategy and help to ensure that all goals are met by hosting periodic performance and goals-based reviews.This wealth management process is backed by Merrill's proprietary technologies, highly-rated securities research, access to specialists in a variety of areas, and a comprehensive range of investments, accounts, services and fee structures.*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.
