We believe the best financial approach is one that aligns with your unique goals. That's why we start by discussing your aspirations and encouraging you to ask questions about what matters most to you. Planning for future healthcare expenses? Preparing for college? Thinking about selling a business, purchasing a home, or passing wealth to future generations? It all begins with a thoughtful plan designed to help you manage, grow, and preserve your wealth today while considering its impact for years to come. Leveraging the investment insight of Merrill Lynch and the banking solutions of Bank of America, we'll work with you to create a personalized strategy to address your financial needs and help you achieve what's most important to you.