Our family wealth management group is located in Akron, Ohio. As a multigenerational team with 80 combined years of experience, we help high net worth families maximize their opportunities and pursue their visions and goals across generations. The complexities of life require financial strategies that are aligned and tailored around lifetime goals, from funding education, retirement and healthcare costs, to legacy planning and philanthropic aspirations. Our process is designed to deliver a personalized, boutique-like experience that goes beyond portfolio management. We are professionals who understand the importance of relationships and work across multiple disciplines to serve your complete financial needs. We are committed to working closely with you at every step and providing clarity and vision to what matters most.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us.
Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
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.
