You've worked hard to make the future you envision possible. Working together we can help you with customized strategies which seek to simplify your financial life, accommodate your lifestyle needs, minimize taxes and share your wealth with successive generations and your communities.

You might be unsure about how many of your goals are attainable, in which case the numbers are a good starting point. We can create a data-driven analysis to help quantify and validate each of your goals. We will take the time to get to know you and your family values and raise awareness of estate planning services that can help minimize surprises in the transfer of your wealth.

With the knowledge that you've planned for your retirement lifestyle and the needs of your loved ones, giving back to others and your community can be addressed. We can help you explore and evaluate a range of charitable giving strategies to assist you in helping non-profits fulfill their mission.

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.