If you decide to work with our team, here is a taste of what you can expect:

First, we’ll sit down and have an in-depth discussion to gain a better understanding of you, your family, and your desires. It’s important that we really get to know you and what matters most. That’s because once we understand your priorities, we move to the next step and focus on helping you pursue the financial goals you‘ve set for yourself and your family. We’ll help you figure out what that means in terms of your future and then work with you to create a wealth management strategy that feels comfortable to you.

Once we have a plan in place, it is our job to implement that plan by getting accounts set up, assets transferred, and investments made. In addition, we can assist you in liaising with your other professionals such as lawyers and CPAs. Most importantly, we act as a sounding board for you as you think through situations affecting your financial life. By working with our team, you now have a group of people that will handle all of the details!

Finally, the key to a good wealth management strategy, however, is that it must adapt to your changing life. Our team proactively schedules account reviews to help make sure that your investments remain aligned with your financial desires and goals throughout your life. Using the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, N.A., we are confident we can truly help you and your family.