Team Furey Kleine
Our team serves a national clientele with sophisticated wealth management needs. We continue to grow in scope and reputation while navigating increasingly complex markets, and upholding our mission: to place the best interest of our clients above all else. Whatever your unique needs, we focus on personalized strategies that are both personalized and prompt.
The various stages in life often require adjustments in your financial and life goals, including:
- The retirement lifestyle you envision
- Preparing for the cost of the best education possible for your children and grandchildren
- Strategies for preserving and growing wealth
- Wealth transfer to the next generation
- Establishment of your legacy through family foundations and philanthropy
- Diversifying business interests
- Tax-minimization strategies
- Access to the banking and lending solitions of Bank of America
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
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.
CPFA™, CPWA®, 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.
