The Albertini Hargate Group
At The Albertini Hargate Wealth Management Group, we begin each client relationship by looking backward, before we look forward. This allows us to more fully appreciate who you are and why you’ve come to us.
Specifically, we want to know about your experience and comfort with wealth. What was money like growing up? When you think of money, what comes to mind? How have you accumulated assets? What’s been your greatest financial challenge? By listening to what you say (and may not say), we can deliver a wealth management experience that is meaningful and beneficial.
Who do we serve? A smart, successful clientele that typically puts family at the top of their priorities, and extravagance at the bottom. Some clients are physicians, attorneys and other accomplished professionals. Others are active and retired “millionaires next door” who’ve saved and sacrificed.
We admire clients for their work ethic and share their values, when it comes to helping others.
Over the years, we’ve also come to assist many business owners whose goals extend to serving their employees. Whether we sit with and educate participants working their evening shifts, or keep a 401k plan sponsor aware of new government regulations, we feel fulfilled enhancing people’s wealth and outlooks – and helping employers retain key employees.
Having a small circle of clients helps us keep you informed and helps us stay updated on changes in your circumstances. While we know you’re busy and offer you the latest timesaving technology, we continue our tradition of sending notes or articles we believe you’ll find helpful. Our experience with generations of clients tells us to provide ongoing attention and frequent interaction. We expect you’ll find our approach to be refreshing and rewarding.
At The Albertini Hargate Wealth Management Group, we believe that many people don't realize the true scope of a 360-degree wealth management strategy – or the potential benefits of having one in place.
Rather than simply apply our skills in managing your investments, we look "beyond assets and beyond you, the primary client" to appreciate your full financial picture and your aspirations for loved ones.
To consistently satisfy your best interests with best practices, we also believe that:
• It's our job to help you articulate your goals – as part of a clearly defined process that continues over time. By being proactive and analytical, we can also identify areas of your financial life that require attention – to help you anticipate and add stability to your wealth.
• Even the most complex strategy should be explained in simple terms. We're not here to prove how much we know. We're here to provide thoughtful strategies that can enhance your financial and emotional wellness.
• Managing your portfolio demands our use of internal and external research, as well as the firm's due diligence. With no proprietary investments, your portfolio would include what we believe will most precisely fulfill your long-term goals, risk tolerance, investment timeline, and need for liquidity.
• You can benefit from our collaboration with you and your other trusted advisors. By coordinating with your CPA and attorney, we can align efforts and improve the results of tax minimization and estate planning strategies.
• Clients value our devotion and integrity, just as we value our relationships with them. In many cases, we serve grandparents, parents and children. It feels good to help client families enjoy positive, real-world outcomes.
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.
