The Spinelli Morris Group
Merrill Lynch Wealth Management
Based in suburban Philadelphia, The Spinelli Morris Group advises affluent families on a multitude of financial matters including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By integrating each client’s individual circumstances with the investment insights of Merrill, our team is able to create customized strategies dedicated to the purpose of building, managing and preserving wealth for current and future generations.
We believe the best financial approach 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. Calculating how to manage future health 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 insights of Merrill and banking solutions from Bank of America, We will work 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.
