Torre Scicchitano & Associates
It's our belief that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the investment insights of Merrill and banking solutions from Bank of America. Our goal is to be your source for financial advice and guidance. We want you to value the dedication and diligence we provide at every step of the wealth management process.
We focus on developing customized financial strategies for high-net-worth individuals and business owners. While we understand the latest trends, risks and opportunities, we believe that when it comes to managing wealth, the most important thing is understanding you. We strive to build a long-term relationship as we help you navigate financial complexities. We take the time to get to know you--your unique concerns, priorities, risk tolerance, time horizons, liquidity needs and financial resources. As you and the markets change, we will meet to track progress and adjust strategy, as needed.
Clients count on us to help them find ways to pursue their financial and life goals, including: the retirement lifestyle they envision; preparing for the cost of the best education possible for their children and grandchildren; wealth transfer to the next generation; establishment of their legacy through family foundations and philanthropy; diversifying business interests; and strategies for managing concentrated equity holdings.
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.
ChFC®, CPFA™, CRPC™
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.
