Bandley Heath Group
Merrill Lynch Wealth Management
Helping you pursue your dreams
With more than 40 years of collective experience, we are dedicated to serving the needs of high-net-worth individuals including business executives, professionals, retirees, widows, and widowers, who may not have the time or desire to manage their finances.
The cornerstone of our approach is building long-term relationships and focusing on goals-based planning to help you define your most important goals. We take the time to ask you detailed questions and listen to what you say (and may not say), so we have a better understanding of your vision of success.
Your goals are unique. And your financial strategy should reflect that. By customizing your portfolio with specific assets to help pursue those goals, you will have a better understanding of the purpose of each asset in your portfolio.
Preservation of capital and cash flow are foundations of our actively managed investment approach. Rather than trying to beat a given index, our philosophy is to help you develop strategies designed to weather various markets, preserve your assets for your current lifestyle, and help secure your income needs in retirement.
We look forward to learning about your goals and helping you turn them into reality.
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.
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.
