Soto Sawyer Crosby Group
As a dedicated team of six, we leverage our strengths to cultivate dynamic client experiences enhanced by multi-layer support and uniquely tailored strategy. Our clients rely on us for a comprehensive approach to their goals, values, concerns, and impactful events. We exist to lend stability to their financial picture and a voice of reason amidst a plethora of "what if" questions. Our work ethic, integrity, and competence guide our disciplined process. From multi-year planning for business owners to asset management for professionals and a tax-sensitive approach to priorities for retirees, we are here to serve those who trust us to honor their values and objectives.
"The clients we advise deserve tailored strategies accompanied by service of the utmost quality."— This is the mindset that infuses our actions and attitudes at the Soto Sawyer Crosby Group.
The clients who seek our advice have worked hard for their wealth. Humble and high striving, we are respectful of their achievements, seeking to honor their time through the thoughtfulness of our strategy and the thoroughness of our preparation.
Clients rely on us. We strive to consistently meet this expectation through our work ethic and integrity. When individuals and families meet with us, we look them in the eye and listen attentively, eager to address their questions and help them weigh their decisions.
CEPA®, CFP®, CPFA™, CRPC™, CRPS™
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.
