Leahy Cimis Fauber Group
When you look at your financial life, do you:
- Hold investments that correlate to your life goals?
- Know you can retire when and how you want?
- Feel prepared to pass on your legacy in the most tax-efficient manner possible?
- Have access to the resources you need—when you need them—from investments to banking?
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Individuals: Executives & Managers, Professionals and their families
We have decades of experience supporting successful individuals and their families with multigenerational wealth management. Our service helps them navigate high-earning careers in every life stage, as well as their transition into retirement—while addressing the financial needs of all family members as they uphold and pass on their legacies and family values.
Business Owners: Physicians & Dentists
We work with practitioners to help them maximize the financial opportunities available to them and their businesses with disciplined wealth management. In addition to addressing cash flow and budgeting, we can assist them by providing access to equipment financing, preparing their businesses for a sale, and beyond.
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.
