The HP Group is dedicated to assisting families in setting precise financial objectives to help build and preserve their wealth. We focus on developing targeted strategies to overcome potential financial challenges. Our family wealth management process is streamlined to address five goals and resolve three core issues through a unified wealth plan. Our mission is to offer comprehensive and impartial advice, coupled with exceptional service to a limited number of families.
Wealth Management Goals1. The endowment of a long, comfortable and dignified retirement, with no compromises in lifestyle, and no real concern about ever running out of money.2. The need/desire to intervene meaningfully in the financial lives of one's children during one's lifetime and/or in the form of legacies. 3.The ability to fund, in whole or in large part, the education of one's grandchildren.4. The capability to provide quality care to one's parents in their later years.5. The ability to make a meaningful legacy to a much-loved school, church, charity, or other institution.Wealth Management Issues1. Help Create and Preserve Wealth 2. Plan the Distribution of Wealth during Life 3. Plan the Distribution of Wealth at Death
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.
