The Sirgo Wealth Management Group

Merrill Lynch Wealth Management
21 Hatton Place
Hilton Head Island, SC 29926
(843) 341-9505
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At The Sirgo Wealth Management Group, we help one person at a time. Every member of our team is dedicated to helping Families, Small Business Owners, Dentists, Surgical Specialists, and Retirees achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of our Wealth Management Planning Process as we work together to design a financial strategy that is best for you! 
The Sirgo Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Our Philosophy

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.

Meet Our Team
Michael Sirgo
First Vice President, Senior Financial Advisor
843.341.9505
Linda Hill
Officer, Registered Wealth Management Client Associate
843.341.9501
Luke Sirgo,

CFP®

Wealth Management Advisor
843.341.9509
Tori Safe
Wealth Management Client Associate
843.341.9517
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph L Crews
Retirement Specialist
Bank of America, N.A.
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Kimberly Abernethy
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.