Thank you for visiting our webpage! Our mission is that your experience will be second-to-none when working with the Knowles, Armitage, Lucas Group. Central to success is starting with a holistic approach to understand what means most to you. We will build a customized wealth management strategy and work with you to develop a disciplined investment approach focused around your family’s needs and goals. We are a team of individuals who understand life's ever-changing paths. We invite you to explore our website and contact us today!
We believe the best financial approach is the one that helps you achieve your goals. From the start, we talk about your aspirations and encourage you to ask questions about issues that are of greatest importance. Worried about managing future health care expenses? College on the horizon? Will you outlive your retirement savings? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
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.
