Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, our team can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Operating as a multi-generational wealth management group within Merrill, backed by the full resources of the Firm, CPL Wealth Management & Associates provides sophisticated and highly customized financial strategies for clients with significant wealth. Using a collaborative approach, the team discusses each client's circumstances, challenges and aspirations by sharing diverse perspectives and skills.The group works with corporate executives, business owners, non-profits/foundations, and affluent families to foster lasting wealth from generation to generation. Frequently serving clients during personal and professional transitions - including business sales, retirement, and additions to families – the team has the experience to help clients through these life events.
ChFC®, CFP®, CPFA®, 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.
