The Neal Madsen Group

Manage Wealth

As wealth grows, so does complexity. We provide customized financial planning and personalized investment management designed to help you make informed decisions with confidence. By collaborating with your CPA, estate planning attorney, and other trusted professionals, we help ensure all aspects of your financial life are working together toward a common objective.

Preserve Wealth

Building wealth is only part of the equation. Preserving it requires a proactive approach to risk management, tax efficiency, and changing market conditions. Working alongside your tax and legal professionals, we help identify strategies designed to reduce unnecessary tax burdens and preserve the wealth you've worked hard to build.

Transfer Wealth

A successful legacy strategy requires more than documents and directives. We coordinate with your estate planning attorney, CPA, and other advisors to help ensure your estate plan, tax strategies, and wealth transfer objectives are aligned. Our goal is to help you transfer wealth efficiently, according to your wishes, while maximizing the benefits passed on to future generations.

Prepare the Next Generation

Wealth can create opportunities for generations, but its lasting impact depends on preparation. We help families educate and engage future generations through meaningful conversations about financial responsibility, stewardship, and family values. Our goal is to help ensure that both your wealth and the principles that shaped it endure for years to come.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition