The Condon Moore Team offers individualized wealth management services to assist clients in four main areas:
-Creating and growing wealth
-Preserving wealth
-Assessing the distribution of wealth during life
-Assessing the distribution of wealth at death
We are able to add value by serving as your family's trusted team of advisors. We work closely with your estate attorney, accountant, and other investment advisors to provide you with objective strategies on growing and preserving your wealth.
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.
