Thank you for considering The DO Wealth Management Group as your financial advisors. Our team of professionals offers a Goals-Based Wealth Management approach that caters to the specific needs of each client by placing them, rather than the market, at the center of the wealth management process. Leveraging our personal brand of customized service, we focus on developing tailor-made strategies for U. S. and Internationally based families, corporate executives, business owners, and foundations.
With over 40 years of combined experience, our breadth and depth of industry knowledge combined with the global investing resources of Merrill and banking convenience of Bank of America can assist you in reaching your unique vision for financial security and independence
We believe that your unique goals should be the foundation of your financial strategy. We work with a team of specialists and leverage the tools and insights of a global financial institution to facilitate and take care of every aspect associated with the financial lives of our clients.
As wealth advisors, we resist fads and group think, we are relentless in our focus on risk-adjusted performance, and we work diligently to identify managers and strategies that we believe can help deliver consistent, prudent returns relative to a client's long-term goals.
We believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can help you simplify your life and achieve your most important priorities today, tomorrow, and for many years to come.
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.
