The Gattis Whitmore Group offers advice and guidance to connect your personal goals with financial strategies. We believe our wealth management philosophy is different becuase we place the investor at the center. Our investment approach is customized to help clients address their unique concerns and goals, one-by-one. We follow Merrill's goals-based wealth management process to better understand how individuals think and feel about investing which, in turn, helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. We know the right questions to ask, we offer access to a global network of specialists and research, and we can create a framework designed to help optimize short- and long-range goals.
It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.
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.
