Our advice and strategies - for both institutional and individual clients - are guided by a single-minded focus on your goals and priorities. We believe our wealth management philosophy is different because we place the client - not the market - at the center of all interactions. We listen very carefully to understand your unique priorities, concerns, risk tolerance, and need for liquidity. We adhere, of course, to any stated investment policy constraints, particularly in our work with local institutions. From there, we will work with you to develop a strategy that connects your short and long-term goals. Over time, we'll meet to review progress of these goals and make adjustments to the strategy, as needed.
No two clients are alike. No two institutions are identical.Consequently, there is no single wealth management strategy or tactic that is universally appropriate. What matters most to us is what matters most to you. Once we get to know you, your priorities and parameters, and what you want to accomplish over time... only then can we help you develop and position your portfolio for evolving market conditions. To that end, we will thoughtfully and conservatively employ our experience and resources to help guide you.
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.
