It all starts with a plan. Andrew utilizes Merrill’s patented Personal Wealth Analysis (PWA) innovative software to gain an in-depth understanding of your current financial situation. The PWA tool will allow him to generate a financial plan to use as our roadmap, from there it is all about you. Your hopes, your dreams, your aspirations. This is the only way he can truly design a unique investment strategy tailored around your life goals. The next step is to educate and facilitate. He will discuss in detail all the various investment solutions that align with the information provided to allow you to minimize risk, create tax management efficiencies, and achieve the desired results in the most sophisticated way possible. Lastly, he will communicate on a systematic basis and stand ready to make adjustments as financial conditions change and/or life events transpire. The most meaningful part of his job is when you fully come to realize with Merrill the bull always has your back.
Andrew believes the best financial approach is one that helps you pursue your goals. That is why, from the start he wants to talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage further care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations?
It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.
With access to the investment insight of Merrill and the banking solutions from Bank of America, Andrew will collaborate 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.
