OAKS Wealth Management Group
We understand the latest trends, risks and potential opportunities, but when it comes to planning for your wealth, the most important thing is understanding you and what matters most to you. It starts with a conversation, building a foundation that helps us get to know you and your family’s unique goals, priorities and overall financial situation, and we work together to agree upon a personalized plan for you. We offer you single point of contact access to Merrill’s investing and Bank of America’s banking products and services. As your life needs and market conditions change, we will meet to track progress and make adjustments to your strategy, as needed.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
