Greiner & Associates has been helping affluent individuals and families develop customized long-term wealth management strategies since 1981. Our team takes a hands-on, goals-based approach to serving a diverse clientele of retirees and pre-retirees around the country.
We draw on more than 85 years of combined financial experience at Merrill and provide traditional service to clients. Many of our relationships span more than three decades and several generations. We believe that our dedication to a consistently high level of service and our attention to detail are the reasons that a high percentage of clients remain with us through many years and various markets.
Whether you are accumulating wealth or are relying upon income generated by your assets to maintain your retirement lifestyle, we offer insightful advice and guidance to help address your financial needs.
"Service is our hallmark. We take a hands-on, personal approach and are committed to putting clients first. We communicate with you proactively, and every team member seeks to provide you with consistently professional and responsive service."
Catherine E. (Kelly) Beitzel Registered Wealth Management Client Associate
We understand that wealth management is not just about assets and liabilities. When developing strategies, we focus on more than investable wealth. Our process begins by sitting down with you to learn what is important to you and why. This knowledge forms the basis for the recommendations we make.In addition to your financial data, we ask about your:* Retirement and wealth transfer goals* Liquidity needs* Time horizon* Risk tolerance* Spending patterns* Expectations for returnBefore proposing any strategies, we will describe how we invest and why, and inform you of any fees you may incur. Throughout our relationship we seek to communicate frequently with you about your portfolio, as well as about market developments and new strategies or approaches you may wish to consider."We thoroughly explain the strategies we recommend. We want you to understand the various aspects of your investment program. Every decision we make is focused on pursuing the results you want." William S. Greiner, CPFA, CRPC™ Managing Director, Senior Financial Advisor, Portfolio Manager
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.
