Sustainability is top of mind – from environmental practices to businesses to investments. Yet as ubiquitous as these ideas are in most realms, few people articulate what sustainability means in their own personal lives. Determining how long you want your wealth to last, to whom you want to dedicate your money, and what strategy you plan to use to get there, can lay the foundation for finding broader purpose, meaning, and empowerment for all involved.
We want you to rely on our team to help manage the many aspects of your own unique situation. By limiting the number of clients we work with, it enables us to devote significant time and resources to you and your family. The result: bespoke services to help simplify the complexities within your life.
We use three key components – your life priorities, investment personality, and current financial situation – as a starting point to help better understand your family's unique concerns and needs. We will outline your net worth, cash flow, time horizon, risk tolerance, tax situation, and any special circumstances that have an effect your family's future. We will help to define your short-term and long-term goals, and establish a framework that will assist your family in pursing those goals.
We take the viewpoint that your financial situation is like that of a small institution: one with unique needs that calls for customized strategies, not a one-size-fits-all-approach. Our open architecture platform allows us to consider a broad range of asset classes and investment management strategies. With a clear view of who you are as an investor, we will work together to build a financial strategy that's transparent and dynamic.
Revisiting your progress toward each one of your goals can help you get to where you want to go. As your life and the markets change, we will meet periodically to help make sure you're on track in pursing your goals and adjust your strategy as needed for the journey ahead. We strive to exceed client expectations through our proactive approach to communication, attention to personalized service, and commitment to continuing financial education. This type of engagement can help you pursue the investment outcomes that are most meaningful to you today and in the future.
AAMS™, AWMA™, CRPC™
ChFC®, CFP®, 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.
