Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.
We recognize that different generations have diverse needs. We offer each of our clients individually tailored advice and guidance, along with extraordinary service. Our team consists of multiple generations of Financial Advisors, giving us collective insight into wealth management at every stage of your financial life. Many of the families we serve have been with us for more than three decades. We encourage our clients to include the next generation in our wealth management planning process so we can provide an ongoing educational dialogue and be a single point of coordination before, during, and after the transition of wealth from one generation to the next.
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.
