The Kang Group
We pride ourselves on simplifying our clients’ financial lives, and being able to discuss complex transactions in plain language. We relate to our clients from an informed perspective and understand first-hand the challenges and aspirations business owners and c-suite executives face. We harness extensive knowledge of investment banking, commercial banking, liquidity event strategy, and wealth management to design and implement cohesive offerings, leveraging the vast resources of Bank of America. We spearhead design and implementation across multiple disciplines: investment management, credit and lending, trust and estate planning services and business succession planning. We are entrepreneurial by nature and are relentless in tracking down the services and capabilities to help advance client aims.Through Bank of America, we provide access to a full range of traditional personal banking services beyond Merrill Lynch Wealth Management’s investments. These services include cash management, bill payment, online account management, credit/debit cards as well as regularly reviewing client investments held away at other firms.
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.
At Merrill, we're here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation.
• How allocating to Alternative Investments can help you pursue y...
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.
