Hird & Associates
Merrill Lynch Wealth Management
Our team is committed to helping you preserve, grow and distribute your wealth in a manner consistent with your goals, tolerance for market volatility, and your own specific tax situation. Collectively, we have over 50 years of experience taking care of clients. Drawing on our own experience and the resources of Merrill, the banking convenience of Bank of America and Bank of America Private Bank, our team develops personalized, strategic advice to help you pursue and reach your goals. We offer wealth planning, portfolio management, retirement income, residential lending, lines of credit, education funding strategies, life, disability and long-term care insurance, trust services and banking through Bank of America, N.A. We also assist with legacy planning, philanthropy, and wealth transfer issues. Dedicated specialists work directly with our team as we work to help you secure the outcomes you desire.
Our team is sincerely interested in you, your family, pursuits, hardships and successes. We enjoy conversations with clients and delight in meeting with you at regular intervals to discuss your goal progress and learn of changes that may impact your life financially such as those related to health, marriage or divorce, birth or death of loved ones, and employment, to name a few examples. We offer to work alongside your tax, legal and other advisors to provide unified recommendations to help meet your unique needs. Investments are a tool, not a temple, in our opinion. We see them as a means for you to help attain, acquire, or accomplish your most important wishes. Our team wants to help you realize your vision of all the best from the fruit of your labors.
We believe that the best financial strategy 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. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and 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.
