When you partner with The Wisman Group, you are not just working with one individual. Instead, you are supported by a team of professionals with decades of experience in the financial services industry. Our focus is to earn and maintain your trust by fulfilling your needs and expectations. Frequent communication, honesty, and transparency will lead to your success. We are accountable to you and are committed to maintaining an open dialogue in the framework of life’s seven priorities: family, health, home, leisure, giving, work, and finance.
Our holistic approach allows us to understand your personal goals, values, and preferences. We explore what is important to you, set and prioritize objectives, and develop personalized plans. Additionally, we identify Merrill investments and Bank of America banking solutions to best meet your needs. As we review your progress, the achievement of your milestones is our focus.
CIMA®, CPFA®, CPWA®, 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.
