The Lindquist Group

Capabilities

At The Lindquist Group, we use our decades of experience to provide comprehensive wealth management designed to support every stage of your financial life. Our capabilities include: * **Investment Management** – Customized strategies to help grow and preserve your wealth. * **Retirement Planning** – Personalized plans to help you prepare for a secure and fulfilling retirement. * **Estate \& Legacy Planning** **Strategies**– Guidance to help protect your assets and plan for future generations. * **Tax\-Aware Strategies** – Approaches designed to help manage tax implications and optimize your financial plan. * **Banking \& Lending Solutions** – Access to the convenience and resources of Bank of America. * **Long\-Term Financial Planning** – Strategies that adapt as your goals and life evolve. Our goal is to simplify complexity and provide strategies that support your long\-term vision, including planning for future generations. By working one\-on\-one with us, you have a single point of contact committed to helping you turn your financial goals into reality.

Our Team

**The Lindquist Group is built on enduring relationships, thoughtful advice, and a commitment to helping clients navigate the opportunities and challenges that come with wealth. We believe the best guidance begins with understanding what matters most to the individuals, families, and business owners we serve.** **Bill brings more than four decades of experience, offering seasoned judgment, trusted counsel, and continuity built through generations of client relationships. His long\-standing commitment to clients and community has helped shape the values that continue to guide the team today.** **Building upon that foundation, Steven works closely with clients to navigate their important financial decisions and life transitions, providing clarity, perspective, and personalized guidance.** **Wendy has been an integral part of the practice for more than 30 years, helping ensure every client receives the attention, responsiveness, and follow\-through that have long defined the team's approach.** **Natalie further enhances the client experience through her dedication to service, supporting both clients and advisors while helping deliver a seamless and welcoming experience.** **Together, The Lindquist Group is committed to providing thoughtful advice, personal attention, and trusted relationships that help clients feel understood, supported, and prepared for the future.**

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition