Brandon LaCroix
Our primary mission is to help you uncover and quantify the financial goals that are critical to the happiness and comfort of you and your family. The approach used to assist you with this follows 3 main steps: plan, process and discipline. It begins by understanding your most important goals and then working with you to implement a plan to help you achieve them. Progress against your goals is tracked, with adjustments made to align to the inevitable changes that occur in life. Working closely with your attorney and accountant, the team is able to provide you with a complete range of asset management, retirement and estate planning services. The ultimate goal is to help you manage your money efficiently and effectively, thus freeing up time for you to enjoy what you have worked so hard to earn.
You can expect thoughtful advice and guidance, with access to the investment insights of Merrill and the credit and cash management convenience of Bank of America. It’s not about industry benchmarks – it’s about you and your hopes and dreams.
Wealth Management is a dynamic process. As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life's ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you, your family and developing a plan. Our job is to understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. we will be here to help you make adjustments to your plan if and when necessary over time.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
CFP®, CPFA™, 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.
