Michaelson & Associates offers knowledgeable and engaged wealth management to affluent individuals and families around the country. Based in Brentwood, Tennessee, we have purposely limited the number of clients with whom we work to be able to devote significant time and resources to each relationship. We are committed to learning what is important to you and your family and helping you pursue your dreams. We believe that the value of wealth management is best measured not in dollars but in the life those dollars make possible. Our aim is to bring all the elements of your financial life together in a seamless, disciplined wealth management strategy designed to help you address your personal needs, wants and aspirations. We strive to help you build, preserve and, eventually, transfer your assets to your heirs or to organizations you care about.
We understand that every client has a unique set of challenges and motivations. Accordingly, we work collaboratively with you to develop customized strategies tailored to your particular time horizon, liquidity needs, risk tolerance, objectives and tax situation. We provide high-touch boutique-style service combined with the investment insights of Merrill and the banking convenience of Bank of America. This combination allows us to offer guidance in a wide range of wealth management areas, such as:
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Portfolio management, including syndicate offerings
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Retirement income planning and estate planning services
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Access to banking and lending services through Bank of America, N.A.
We believe that wealth management is about more than investing your assets. It's an ongoing process to help you realize your most cherished aspirations and enable you to live life to its fullest. Our goal is to help you understand where your money is coming from, where it is going and how to keep it working for you.
A comfortable retirement
Making a smooth transition into retirement takes a great deal of preparation and forethought. Today's increased life expectancies mean that your assets will have to last longer than those of previous generations. We can help you devise strategies designed to preserve your wealth through retirement and maintain it for your heirs.
A lasting legacy
You've worked hard to pursue the life you desire. Now you want to make a difference in the lives of your children and grandchildren and support the causes you believe in. How can you pass on your wealth with the smallest tax liability and greatest benefit to loved ones?
A well-coordinated wealth transfer strategy takes into account what is important to you, whether it is leaving a nest egg for your family, funding charitable interests or easing a business succession. Working closely with your tax advisor and estate planning attorney, as well as access through Bank of America and estate planning services, we can review your current situation, including your wills, trusts and life insurance, and recommend tax minimization strategies to help pass assets down to the next generation or a charity close to your heart. As part of your overall wealth management strategy, we recommend reviewing these documents regularly, or when significant life events occur.
Strategic execution across generations
Quite often, managing clients' wealth involves serving as a bridge between the different generations of their family. We strive to cultivate relationships with clients' children and grandchildren and feel it is important to start having conversations about money management and spending issues at an early age. At your request, we will include your children and grandchildren in our meetings, so that they are already familiar with us when the time comes for them to take charge of their own finances. We also hold seminars to help prepare children to manage their wealth responsibly.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
CIMA®, CPFA™, 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.
