Schalk & Associates
Our mission is to earn the trust and confidence of our clients and their families by managing all aspects of their financial lives with integrity, empathy, and strategic insight. We take the time to deeply understand what matters most to you. From there, we create customized wealth management strategies designed to help you turn your goals into reality while helping manage risk and building a lasting legacy across generations.
At Schalk & Associates, managing wealth starts with understanding your full financial picture and the goals that matter most to you. We work with corporate executives, business owners, and financial professionals to create tailored strategies that help you grow, preserve, and transfer wealth in a way that reflects your values. We believe your goals should be at the center of your financial decisions. By taking the time to understand what's most important to you, we develop a personalized plan that addresses both your current needs and future aspirations.
With the insights of Merrill and the resources of Bank of America, we offer the expertise and support you need to make informed decisions and navigate the complexities of wealth management. Our approach is built on collaboration, ensuring your financial strategy aligns with your long-term objectives and the legacy you want to build.
We're committed to providing clear, reliable guidance every step of the way, simplifying the challenges of managing significant wealth and giving you confidence as you move forward.
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.
