We are a Wealth Management team based in Philadelphia with a national reach. We focus on ultra-affluent and affluent individuals and families, helping to manage their wealth across multiple generations. Our family office approach to goals-based planning, smart portfolio construction, risk management, tax awareness/minimization, and cost efficient is bolstered by the global resources and capabilities of Merrill and Bank of America.
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
CRPC™, SE-AWMA™
CFA, CFP®, SE-AWMA™
CKP®, 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.
