The Bobonis, Ochoa & Fullana Group
We focus on serving multigenerational families and pride ourselves on constantly evolving our investment and advisory approach to meet the unique demands of each and every client.
Over the past 50 years, we have helped families like yours identify and reach their financial goals and objectives using our proven investment process and asset management strategies. We not only focus on the numbers, we assist you in the challenges that often come with family wealth. These include family wealth consultation on how to successfully pass down wealth to the next generation and how to prepare your heirs to responsibly receive and manage the money. The secret to our firm's success is we always put clients first and treat them like members of our family.
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.
