Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Experience tells us that basic, tried-and-true fundamentals tend to generate consistent and desirable investment returns. Critical to the equation are each client's investment timeline, need for liquidity, risk tolerance, and overall objectives. We believe that clients are best served when we:• "Keep things simple." In fact, we say that simplicity is the ultimate sophistication. Typically, we favor equities that appear to be undervalued or offer consistent and growing dividends. Our strategies need to make sense to clients (financially and emotionally). We will gladly explain the rationale behind each recommendation.• "Help clients control what they can." We can't control the markets, but we can help mitigate investment risk. We also offer simple, practical ways to manage cash flow. Through Bank of America, N.A. and specialists throughout the firm, we can help clients manage their liabilities and "free up money."• "Understand and over-deliver." Backed by our highly experienced support staff, we are able to deliver a measure of attention that clients may not have experienced previously. Beyond timely responses to clients' urgent requests, we can proactively help clients anticipate different scenarios. As forward-looking advisors, our goal is to help clients "see around corners" and capitalize on new opportunities.
CFP®, CRPC™, SE-AWMA™
CFP®, CPFA®, CRPC™
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.
