At The Grieco Group, there is a strong focus on helping simplify the lives of a select group of high-net-worth individuals and their families by implementing customized wealth strategies and providing guidance for all their financial needs. With having over 30 years of combined experience in the financial service industry, The Grieco Group stays committed to being scrupulous in their processes. The Grieco Group prides themselves on providing a white-glove service to each and every client. The teams approach to wealth management is consultative, objective, and committed to excellence. After gaining an educational perspective of the client’s financial goals, the team thoughtfully designs a customized financial plan to address their life priorities. Here at Merrill, we offer a wide range of services including investment strategies, retirement planning, cash management, liquidity solutions, and life insurance. We also have access to Bank of America, N.A. for trust and estate planning services, personal and business banking, home equity lines of credit, as well as home financing capabilities. The Grieco Group is a one-stop-shop wealth management team.