The Nesser | Sheft Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our team will work to help you pursue your goals through personalized wealth management strategies.
Our mission is to unlock the confidence, simplicity and security that wealth is supposed to provide. While our clients come from diverse backgrounds and various professions they are all connected by one common thread: For the most part, they have planned better for their businesses and careers than they have for their family. Our job is to make sure that our client's financial lives are aligned with their goals so that their focus can be where it should be – on loving their families.
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.
