The Sahlman | Jones Group
A Relationship Built Around Planning
Every relationship begins with a conversation. Not about markets or products, but about you.
We start by understanding your goals, priorities, responsibilities, and long-term objectives. Through a comprehensive review of your assets, liabilities, income, cash flow, and existing strategies, we establish a clear understanding of where you are today and where you want to go.
The goal of our initial meetings is simple: to develop a thoughtful understanding of your financial life and identify opportunities that may deserve greater attention.
Building a Coordinated Strategy
Once we understand your circumstances, we develop a strategy tailored to your life and aspirations.
This may include:
Financial Planning | Customized strategies built around your goals, balance sheet, and long-term objectives.
Investment Management | Asset Allocation, Portfolio Construction, Implementation, and Active and Passive Investment Strategies.
Wealth Structuring | Trust and Estate Planning Services, Intergenerational Wealth Transfer Strategies, and Comprehensive Insurance Analysis.
Philanthropic Planning | Private Foundations, Charitable Trusts, and Tax-Efficient Giving Strategies.
Retirement Planning | 401(k) Strategies, Defined Benefit Plans, Retirement Income Planning, and Executive or Equity Compensation Considerations.
Business Services | Executive Planning, Business Succession Strategies, and Access to Specialized Resources for Business Owners.
Lending Solutions | Home Financing, Structured Lending, Securities-Based Lending, and Specialized Art Lending Solutions.
Banking | Checking, Savings, Credit Cards, Cash Management, and Banking Solutions Designed to Complement Your Broader Wealth Strategy.
Rather than viewing these decisions independently, we seek to understand how they work together, and where greater coordination can create additional value.
An Enduring Relationship
Our work does not end once a strategy is in place.
As circumstances evolve, we continue to refine strategies, coordinate with your tax advisors and attorneys, and focus on the decisions that matter most. Beyond portfolio performance.
Whether meeting in person at our offices on the 49th Floor of One Bryant Park, speaking by phone, or utilizing secure digital access, mobile capabilities, and consolidated reporting, our approach combines personalized advice with the scale, specialist resources, cybersecurity capabilities, and institutional strength of Merrill and Bank of America, part of one of the world's leading financial institutions.
The result is a long-term collaboration built on thoughtful planning, disciplined execution, and operational excellence, bringing clarity, confidence, and continuity to complex financial lives.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *Asset allocation does not ensure a profit or protect against loss in a declining market.
Traditional Standards. Modern Perspective
We believe successful wealth management is built on the timeless principles of planning, discipline, and stewardship.
As financial lives become more complex, investment, retirement, lending, business, estate, and family decisions become increasingly interconnected. Our role is to bring structure, coordination, and thoughtful oversight to those decisions. Helping ensure important details are not overlooked.
Supported by the resources of Merrill and Bank of America, we combine enduring relationships with modern capabilities to help clients navigate complexity with clarity and confidence.
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.
