The Courtad Group
We believe meaningful wealth management begins with a clear understanding of your life, your family, and the decisions ahead.
Based in Akron, Ohio, The Courtad Group works with individuals, families, retirees, executives, and business owners who value thoughtful advice and a planning-first approach. Before making recommendations, we take time to understand your goals, priorities, family dynamics, business interests, retirement needs, and long-term vision.
From there, we help build a coordinated financial strategy designed to guide investment decisions, retirement income planning, estate planning conversations, education funding, lending needs, and wealth transfer. Our process is designed to bring structure to complexity, helping you evaluate opportunities, prepare for transitions, and make informed decisions over time.
We also coordinate with your tax and legal professionals, when appropriate, so the different parts of your financial life can work together more effectively. Whether you are preparing for retirement, managing concentrated wealth, selling a business, supporting the next generation, or thinking about your family’s legacy, our goal is to help you move forward with clarity and confidence.
We believe your financial plan should guide your investment strategy — not the other way around.
Before discussing portfolios, we work to understand what your wealth is meant to support: your retirement, your family, your business, your charitable priorities, and your legacy. This planning-first perspective helps us evaluate financial decisions in context, rather than addressing each need in isolation.
As a family-led advisory team, we recognize that wealth often has implications across generations. Financial decisions can affect spouses, children, businesses, charitable goals, and future generations. Our role is to help clients bring structure to those decisions and maintain a strategy that can evolve over time.
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.
