Ruch Cobb & Associates formerly known as The Murray Ruch Group at Merrill was founded in 1986 with the goal of delivering the vast resources of one of the world’s most prestigious wealth management firms. It is our goal to deliver these resources with the intimacy and personal service of a boutique firm. By taking an intimate approach to the wealth management process, we aim to assist clients with every aspect of their financial lives. We assist families, individuals, business owners, executives, and retirees with achieving their financial goals.
We take a thorough look into client’s lives and work to build a trusting, open relationship. This relationship creates a comfort level with clients enabling them to reveal their desired financial needs and goals. Our mission is to help clients pursue a more secure future and impact their lives in a meaningful way. Life brings many obstacles, one of which can be the process of dealing with their finances. Our group strives to reduce the financial complexity of client’s lives allowing them to focus on other events life brings.
Ruch Cobb & Associates is made up of a four member team that all take the same hands on approach to provide a concierge type of service to clients. Not only are team members extremely knowledgeable, but we truly care about helping each client achieve financial stability and independence. We strive to keep clients focused on their financial goals and remind them of the importance of maintaining a disciplined approach.
Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.
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.