Fenz Abalos Group
A natural resource for your wealth
Some of America's foremost energy and business professionals seek us out to help them design their portfolios and overall financial picture. When you consider what it takes to build and pass on significant, dynamic wealth, it's no surprise these clients need a different perspective, one that can adapt to the demands they place on themselves, their outlook and their resources. Our wealth management advisors have years of experience helping bring greater structure, clarity and efficiency to key aspects of clients' financial lives. What's more, our advice, guidance and services are backed by the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America.
Exploring the possibilities of tomorrow
We think you'll find one of the strengths our team offers is helping you define and sharpen your vision of what you want your life—and lifestyle—to look like over the next 5, 10, even 20 or more years. Based on your individual goals, we help you create a blueprint for your wealth, one that details how your assets, income, insurance, spending and borrowing can all work together to support your objectives. This approach helps our team to make targeted recommendations on your short- and long-term investments, business interests and retirement and legacy planning strategies.
Strategies for the most sophisticated needs
If you're like most of the clients that we serve, your resources give you the power and the privilege to choose the kind of lifestyle you want—on your terms, on your timetable. We offer financial and wealth strategies designed to help you actively pursue your goals.
Retirement outlook. Together with your outside tax and legal advisors, we can offer guidance on tax-minimization strategies to help structure your wealth in the stages leading up to retirement.
Monetizing equity compensation. For many clients, smart management of their employer stock holdings can be essential to preserving their wealth and fueling their retirement. We will work with you to develop sensible strategies to manage your holdings, based on your risk tolerance, time horizons, objectives, expectations for future growth, liquidity needs and tax considerations.
Wealth transfer services. Working with specialists from Merrill Lynch Wealth Management, and in coordination with your attorneys and accountants, we can help you develop an efficient wealth transfer strategy. We can guide you on trust investments, charitable giving, life insurance and other tactics to help you pass on your wealth the way you want.
Throughout your investing life, you've worked hard to save for the retirement you've always envisioned. In this seminar, we'll talk about one of the most life-altering financial turning points each one of us will experience - the transition to retirement - and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals
Join is for an informative event during which you'll get a better understanding of:
- Common retirement risks such as longevity, withdrawal, investment, and inflation risks - and the ways in which you can manage these risks.
- How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
- Techniques for building a portfolio aligned to your priorities - leveraging a range of solutions including a balanced portfolio of investments, fixed income and annuities.
Date, Time & Location:
Wednesday, September 25th, 2024 11:30am
Brenner's Steakhouse- The Garden Room
10911 Katy Fwy
Houston, Texas 77079
Important Lunch Information:
If your schedule is free, we would love for you to join us for lunch at Brenner's Steakhouse September 25th, 2024 at 11:30 am.
Please RSVP with Crystal 713.840.4800 or crystal.stanfield@ml.com
Spouses and colleagues are welcome to join. Lunch will be provided.
This seminar has been sponsored, in whole or in part, by AB Global, Cohen & Steers, PGIM Investments and Zacks.
Throughout your investing life, you've worked hard to save for the retirement you've always envisioned. In this seminar, we'll talk about one of the most life-altering financial turning points each one of us will experience - the transition to retirement - and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals.
Join is for an informative event during which you'll get a better understanding of:
- Common retirement risks such as longevity, withdrawal, investment and inflation risks- and the ways in which you can manage these risks.
- How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
- Techniques for building a portfolio aligned to your priorities - leveraging a range of potential solutions including a balanced portfolio of investments, fixed income and annuities.
Date, Time Location:
Wednesday, October 23rd, 2024 11:30am
Morton's The Steakhouse – Downtown. Houston
1001 McKinney St, Suite A4 Houston, Texas 77002
Important Lunch Information:
If your schedule is free, we would love for you to join us for lunch at Morton's The Steakhouse
Spouses and colleagues are welcome to join. Lunch will be provided. Please feel free to share this invitation with family and friends you think may be interested in this topic.
RSVP information:
Call Crystal Stanfield, Business Development Specialist at (713) 840-4800 or email crystal.stanfield@ml.com
This seminar has been sponsored, in whole or in part, by AB Global, Eagle Asset Management, Franklin Templeton, and Nuveen.
At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation with our guest speaker, Ryan Casey and Michael Young. During this event, we will discuss:
- Why cyber security is essential
- Common forms of cyber security
- Protecting yourself in a digital world
- Provide you with timely information that you can consider to make informed decisions
- Share how Merrill advisors will strive to help you pursue your goals
Date, Time & Location:
Thursday, November 7th, 2024 11:30am
Morton's The Steakhouse, Galleria
5000 Westheimer Rd, Suite 190
Houston, Texas 77056
Important Lunch Information:
If your schedule is free, we would love for you to join us for lunch at Morton's The Steakhouse, Galleria
Spouses and colleagues are welcome to join. Valet and Lunch will be provided. Please feel free to share this invitation with family and friends you think may be interested in this topic.
RSVP information:
Call Crystal Stanfield, Business Development Specialist at (713) 840-4800 or
email crystal.stanfield@ml.com
This seminar has been sponsored, in whole or in part, by Alliance Bernstein, Allspring Global, Columbia Threadneedle, Eagle Asset Manager, EIC, Natixis, PGIM Investments, Lazard, PIMCO, and Principle.
CPFA™
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.
