“We want to understand your needs and aspirations and then help you achieve your goals”.
Our mission is to take the time to know our clients as individuals and investors. To ask hard, thought provoking questions and listen and understand in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We work to simplify the complexity of your financial life by helping you design and implement a customized Wealth Management Strategy, that helps you and your family pursue your financial goals, without unnecessary investment risk. Our Wealth Management approach is about using our resources to help turn your goals into reality. When you succeed, we succeed!
"Successful Wealth Management is built on a strategy that focuses on the big picture".
We believe that the best financial strategy is the one that you understand and helps you pursue your goals. That's why, from the start, we focus on people and not Products. We talk about your aspirations and encourage you to ask questions about issues that matter most to you.
College on the horizon?
Considering the sale of a business or purchase of a home?
What happens if I start Social Security before I retire?
How do I best manage future health care expenses?
Do I really have enough to retire?
Is my portfolio Tax friendly?
Preparing to pass your wealth on to future generations?
What is the best way to teach my kids how to preserve wealth?
What's an Estate Plan?
Career changes – how does that impact my wealth management plan?
By taking a long-term view and establishing deep and valued relationships with our clients, we work with you to develop personalized strategies that are designed to address your priorities and financial needs.
ChFC®, CDFA®, CFP®, 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.
