The Corcoran Rumley Group leverages a transparent process to identify, develop, and service your long term investment goals and needs. With diverse backgrounds and experience, we work together to provide a boutique like wealth management experience. As a client, you can expect a customized plan, sophisticated strategies, and regular communication regarding your progress.
Our focus is to provide clients with a holistic and integrated approach to wealth management, resulting in a customized financial strategy to pursue each client’s goal.
It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to 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.
