AS Wilmot Group
At the AS Wilmot Group, our mission is to help you pursue your financial goals through a warm and consultative process, while providing a level of service and attentiveness that exceeds your expectations. The foundation of our work is not only to provide financial services but also to take a big picture view of wealth management that extends beyond your investments. We pledge not only to address your current needs, but also to anticipate and serve the financial needs of your children and grandchildren for many years to come.
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.
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.
