The Folline King Group
Wealth brings with it an intricate combination of opportunities, questions, and responsibilities. While it increases your options, it also increases the number and complexity of decisions. Poor decisions can have profound consequences. People often seek a professional wealth manager when they realize that investing and wealth management planning are difficult and time-consuming tasks. Ultimately, our services may allow you to pursue those things in life that you do best and enjoy the most while giving you the confidence that your financial security has the full-time attention of our team of professionals.
Our team follows two overriding client precepts:
No cookie cutters. Portfolios and service plans are tailored to the specific needs of each client.
Communication is key. Portfolios are created by understanding the client's needs; they are maintained successfully through ongoing client communication.
Customization at the Folline King Group is not limited to portfolio construction. Whether your needs include goals based planning, "on call" consultations, or comprehensive banking solutions from Bank of America, we are acutely aware that our responsibility to our clients extends beyond investments. We view our role more than mere financial advisors. To guide you successfully through the thicket of intergenerational wealth management planning and wealth preservation, we aspire to become your family counselor.
The only way for us to achieve this goal is by getting to know you. It's not an overnight process; you have complex needs, and we must strive to understand them. The journey from new acquaintance to trusted family counselor is a long one, but it's one we enjoy taking. We take great pride in joining our family with yours, and in pursuing results that will keep us joined for years.
CFP®, CRPC™, SE-AWMA™
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.
