For nearly three decades, de Groot and Associates have been offering individualized financial strategies, knowledgeable wealth management advice and guidance, and extraordinary client service to corporate executives, professionals, business owners and multiple generations of their families. The relationships we have formed with clients are based on our broad experience and unwavering commitment to putting their needs first. Today our team oversees approximately $2 billion in client balances (as of 9/12/2023).
Over the past thirty years we have navigated both turbulent and booming markets. During this time, we have garnered insights and learned lessons that have proven invaluable and have taken existing market situations in the context of market and economic history. With a clear understanding of how changing markets can affect portfolio outcomes, our goal is to help clients filter out the noise, remove emotions from the process, and create portfolios to weather economic and market turbulence.
At de Groot and Associates, we don't believe in one-size-fits-all portfolios or fill-in-the-blank wealth management plans. Rather, we tailor our asset management discipline to your individual financial situation, personal goals, and unique vision for your future. Our experienced financial professionals strive to provide you with clear explanations in plain English so that you can make informed choices between meaningful alternatives.
Because there are many factors that may change in your situation or the environment, it's of the utmost importance to us to be proactive and communicate with you monthly. Throughout our process we keep you informed about economic and financial market conditions that might impact your progress toward short- and long-term goals. We conduct regular reviews to help keep your strategies and portfolios aligned with your changing goals and circumstances. We pay attention to the smallest details, which are important to us because we know they are important to you.
Nobody knows what tomorrow will bring, and your financial future is far too important for you not to be as prepared as possible. As the world around us changes, our commitment, compassion and planning acumen will always be working for you as we strive to deliver a superior wealth management experience.
AWMA™, CRPC™
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.
