The GS Group
Merrill Lynch Wealth Management
Led by its founder, Abelardo Riera, The Global Strategy Group (GS) offers the rich experience and demonstrated ability to manage high concentrations of wealth for international executives, owners of family businesses, and other affluent clients in the U.S. and abroad.
With ages that align nicely with generations of client families, the team’s seven members are devoted to nurturing relationships with clients that allow for frequent and friendly discussions of their personal and professional objectives.
Taking cues from clients holding euros, pounds and exposed to currency and market volatility in their home countries, the team typically assists clients in diversifying assets among dollar-denominated investments – especially ones that can create reliable income from bonds in the U.S. and Latin America.
Beyond investments, The GS Group aligns its efforts with those of clients’ attorneys – to craft estate planning strategies that can help strengthen the intergenerational wealth of client families. In addition, clients are given access to Bank of America, N.A. for residential and custom lending, credit cards, and specialized services that allow clients to lease boats and airplanes.
“We are well aware of domestic and international regulations – and earn our stripes serving clients who value our knowledge, honesty, and thoughtfulness,” Abelardo explains. “By understanding the cultures of clients, their concerns and ambitions, we’ve come to serve a loyal clientele and many others who’ve been referred to us.”
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.
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.
