The Geosits Group
At The Geosits Group, we focus on creating customized strategies to help clients attain their financial goals. We’ll help you define and prioritize your objectives, and strive to optimize the value of the resources you have. We believe that each client is an individual with his or her own wealth management needs, and know that one size fits all strategies don’t take these distinctive needs into consideration. Preservation of your capital is of utmost importance to us. With over 54 years of combined experience in the business, The Geosits Group has the experience to take a thoughtful approach toward building and preserving your assets.
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.
