The Calbi & Abbate Group
At The Calbi & Abbate Wealth Management Group, we are as motivated as our clients. It’s a trait we’ve shared with these hardworking people for more than three decades.
Each of our team members is dedicated – not simply to serve clients’ best interests – but to know clients as well as their family members do. And also to know their family’s needs on an intimate level, so that we can embrace and address long-term goals that span generations.
Whether we assist physicians, dentists, attorneys, business owners (and their retirement plans), retired couples, widows, widowers, or the “millionaire next door,” we bring integrity and continuity to each relationship. Our clientele has grown by way of referrals. This tells us the quality of our advice and guidance is matched by the experiences that clients enjoy and explain to others.
It’s always been our custom to serve clients with the utmost professionalism and personal care. Because while we have extensive financial knowledge and skills, our first-hand experiences with life’s most tragic moments are significant. This gives us a dimension of empathy we share with clients – many with whom we’ve exchanged hugs and comforting thoughts during times of mutual difficulty.
Caring about clients. Addressing their greatest challenges. Delivering performance that puts goals within reach. All three contribute to enduring client relationships that extend well beyond “dollars and cents.” It’s the kind of relationship we look forward to exploring with you.
At The Calbi & Abbate Wealth Management Group, clients provide a compass for our thinking. We are naturally curious and genuinely interested in what inspires clients. In each discussion, we ask questions that provoke consideration and conversation: "How would you describe your greatest achievement? What do you envision five or ten years from now? And what do you expect from us?" By listening closely to what clients say in early meetings – and over the course of each relationship – we can help them pursue paths that may be uncommon, but ones that that bring meaning to their years of hard work and sacrifice.
Given the ambitious nature of clients, we know that new opportunities and obstacles invariably present themselves. That's why we speak to clients on a regular basis. As proactive financial advisors, we also know that frequent contact allows for more open communication and timely problem solving. Having longtime relationships as colleagues – and with clients' family members – helps us facilitate a natural collaboration that can lead to positive outcomes for retirement lifestyles and family legacies.
To help optimize results, after listening to clients, we consult with Merrill thought leadership, with specialists throughout our firm, and with clients' CPAs and attorneys. Our deliberate approach allows us to align investment, tax minimization and estate planning strategies, and to save clients the time required to coordinate responsibilities and efforts. When it can benefit clients, we also provide access to residential, commercial, and securities-based lending through Bank of America, N.A. (*NMLS #79336)
ChSNC®, CFP®, CPFA™, CRPC™
CFP®, CPFA™, CPWA®
AWMA™, 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.
