In serving multiple generations of family wealth over the past 20 years, our team has learned what clients value most in their relationship with us. Clients want us to organize and simplify all the aspects of their financial life. They value the financial assurance that comes with having a strategy in place that allows them to confidently fund their lifestyle into the future, provide financially for the people and causes they care about, and ensure their legacy lasts across generations.
We’ve built our team around a multi-family office model. Our internal capabilities extend beyond planning and investments and includes banking and cash flow management, lending and credit optimization, trust and estate, and risk mitigation. We also work closely with external tax and legal counsel to execute across the spectrum of the wealth strategy.
Please use this website as a resource to learn more about our people and process. We welcome the opportunity to connect with you.
Whether working closely with you on your retirement income goals, assisting you with cash flow management or advising on investment management strategy, the purpose of our relationship with you is always the same: to help you and your family achieve your lifestyle and corresponding financial goals.Over the years you learn a lot about what it means to help clients. One of the most important lessons is providing you and your family with the service you desire and the care you deserve. Our philosophy is to never forget that good financial management is very personal, and that it starts and ends with you and your objectives in mind.Inevitably there will be questions and worries that come up over the years, whether it's navigating challenging markets, dealing with unexpected life events, and everything in between. A strong wealth planning process helps provide valuable context around complicated financial decisions and enables you to approach these items in a rational and well informed way.
CFP®, CIMA®, CPFA®
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.
