Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The Rowe and Hassan Wealth Management Team will work with your family to develop an investment approach that addresses your unique concerns and priorities. The team strives to provide the highest level of service and expertise available in our industry and is comprised of 6 experienced individuals.
Ø We have over 50 years of combined experience in providing financial advice
and wealth management services.
We have extensive experience providing a consultative approach to sophisticated
investment management.
Our Clientele is comprised of affluent families, corporate executives,
foundations, endowments and non-profit organizations who value the expertise
and high level of service the team brings to the relationship.
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.
