Established in 1993, The Sprenkle Stacy Wealth Management Group is a highly credentialed, Cincinnati-based corporate retirement benefits and wealth management team. We serve approximately 50 institutions in the area of retirement benefits and 350 families. Our team consists of four financial advisors, including four designated Retirement Benefit Consultants, two CERTIFIED FINANCIAL PLANNER™ professionals, one Certified Investment Management Analyst® professional and over 100 years of collective experience. Whether you are a busy executive, small business owner, retiree, or a retirement plan fiduciary, we are committed to understanding your unique challenges, priorities, and financial resources.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.Your Financial ApproachWe offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.FAMILY##### Taking care of your family and other people in your life* Trust & Estate Services4* Education Funding1* Insurance3HEALTH##### Planning for healthcare expenses now and in the future* Long-term Care Insurance3* Health Savings Account2* Disability Insurance3HOME##### Upsizing, downsizing, remodeling or buying a vacation home* Home Loans2* Home Equity Lines of Credit2* Securities-Based Lending2* Credit Cards2WORK##### Working in retirement, selling or starting a business* Bank of America Business Banking2* Exchange Funds1* Concentrated Stock Management1* Succession Planning1LEISURE##### Spending your free time in meaningful ways* Credit Cards2* Securities-Based Lending2* Structured Lending2GIVING##### Volunteering, mentoring others and giving to charities* Donor-Advised Funds4* Private Foundations4* Charitable Trusts4FINANCE##### Using your finances to bring it all together* Merrill Investment Accounts1* Investment Advisory Accounts1* Alternative Investments1* Exchange-Traded Funds1* Mutual Funds1* Closed-end Funds1* Fixed Income Products1* Options1* Annuities3* Impact Portfolios1* Market-Linked Investments1* Securities-Based Lending2* Margin1* Home Loans2* Bank of America Checking and Savings Accounts2* Credit Cards2* Online Account Access1,2
CFP®, CPFA®, CRPS™
CKP®, CPFA®, CRPS™
CRPC™
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.
