RHW
Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you’d like to be tomorrow. We will work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:* Health: Managing healthcare expenses, now and in the future* Home: Upsizing, downsizing, remodeling or buying a vacation home* Family: Taking care of your family and other people in your life* Leisure: Spending your free time in meaningful ways* Giving: Volunteering, mentoring and giving to charities* Work: Working in retirement, selling or starting a business* Finance: Bringing it all together; defining your financial goalsThe team's industry knowledge and experience helps them provide you with:* Potential risk management strategies* Trust and estate planning services* Tax-minimization strategies* Access to Bank of America for your credit and banking needsThis material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
