Treating clients like family, The Gorman Myers Mattiello Group uses its decades of experience to go beyond what many clients expect of a wealth management advisor. In addition to managing clients’ investments, Julie Gorman, Michael Mattiello, Nicholas Mattiello, and Sharon Myers are devoted to appreciating clients’ personal and financial situations, emotional concerns, and most cherished goals.
“We serve clients with the intent to build intelligent strategies and lifelong relationships,” Julie explains. “We are passionate about working hard and providing genuine value. During our discovery process, we encourage clients to define their vision of a successful life and the meaning they hope to derive from their wealth. Helping clients ‘see around corners’ to illuminate financial opportunities and challenges can relieve financial stress for them and their families.”
Julie, Sharon, Michael, & Nicholas work closely with men and women facing major life transitions, and with busy professionals and non-profit organizations. Through a step-by-step process, clients are encouraged to identify and organize their goals to allow for a broader perspective on their financial world. “A client’s life comes first – their financial picture needs to reflect it,” Sharon points out.
A hallmark of The Gorman Myers Mattiello Group’s approach is helping clients separate essential versus discretionary spending and “working versus non-working” assets. Straightforward recommendations are given to help ensure that clients are living today in a manner that aligns with how they want to live tomorrow. In addition, Julie, Sharon, Mike or Nick have the “difficult conversations” with clients and their families to help them prepare for unexpected events, such as long-term care or the loss of a loved one.
“For each client, we construct a highly customized, risk-managed portfolio across asset classes, sectors, and borders that takes careful measure of cost- and tax efficiencies,” Julie says. “It’s fulfilling to stand beside clients and create positive outcomes that can serve generations of their families. With access to world-class research and technology comes the ability to enhance clients’ wealth now and for years to come.”
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
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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.