The Kingshill Group
There are many complexities and challenges facing your family in a financial world that is constantly evolving. The Kingshill Group strives to provide an exceptional client experience in wealth planning, investment management and service. We are attuned to what matters to you – your objectives and needs, values and priorities. We bring greater clarity and structure to managing the key aspects of your financial life.
We are dedicated to helping clients navigate the various stages of their financial lives. Our approach is straightforward, transparent, and supported by the investing insights of Merrill and the banking capabilities of Bank of America.
Saving for Important Goals
We work with clients to evaluate what may be needed to prepare for key life goals such as education funding, retirement, and other long‑term priorities. Together, we consider strategies that align with each client's circumstances and time horizon.
Retirement Outlook
We help clients take an informed and proactive approach to planning for retirement by offering guidance on:
• Approaches to claiming Social Security benefits based on personal circumstances
• Considerations surrounding Roth IRA conversions and their potential implications
• Retirement analyses and projections designed to support confident decision‑making
Wealth Transfer Services
In collaboration with specialists from Merrill—and in coordination with your attorneys, accountants, and other professional advisors—we can help you explore a variety of wealth‑transfer considerations. These may include trust‑related investment strategies, charitable giving, the role of insurance, and other planning elements that can help reflect your intentions for future generations.
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.
