The Mackey Weber Group
The Mackey Weber Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.
It is just as important to manage your liabilities as it is your assets. After all, money saved is just as helpful as money made. Our clients have access to discounted mortgages/home equity lines, preferred credit cards and secured credit against investments.
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Spending & Budgeting
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Investment Management
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Retirement Planning
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Education Planning
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Trust & Estate Planning Services
- We partner with Bank of America Private Bank, one of the largest fiduciary trust companies in the country
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Insurance
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Long Term Care
Utilizing our Wealth Outlook software, we can stress-test your wealth management plan to see if it meets your specific goals. If you do not have an existing plan, our team will work with you to assist in articulating your goals and creating a plan around them.
AAMS™, CFP®, 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.
