Mikkola Small Minard Wealth Management Group
Our belief is to build personalized relationships that foster enduring trust, mutual understanding, and respect. Such relationships require a high level of personalized attention and responsiveness, for which we believe there is no substitute. We know what it takes to help busy families build, preserve, and transfer their wealth, and our mission is to help you address a wide range of financial issues, not just those that have to do with asset management and investments. As a multigenerational family team, our commitment is not only to address your current needs, but also to anticipate and serve the financial needs of your children and grandchildren today, tomorrow and for many years to come.
Thoughtful investment planning starts with your family's priorities. High net worth families often face complex decisions across multiple generations, so we use a goals based process to align portfolios with what matters most, financially and personally. Our aim is clarity, discretion, and a durable framework that supports your family today and over time.
CRPC™
AAMS™, 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.
