The Sabiers Brayton Wealth Management Group
The Sabiers Brayton Wealth Management Group is an advisory team at Merrill, one of the world’s leading financial management companies. We have over 50 years of combined financial industry experience and focus on advising retirees, business owners, executives and high net worth families with the goal of building and preserving wealth. We strive to become trusted advisors to our clients by helping them implement financial strategies that are time-tested, disciplined, and tax-efficient. Our process is thorough in terms of contact, customized personal financial guidance, and service. Areas of focus include financial strategy, retirement planning services, estate planning services, trust services, education funding, business planning and executive services. The Sabiers Brayton Wealth Management Group is committed to building long-term professional and personal relationships with our clients and communities that extend beyond market cycles - and even generations.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
ChFC®, CFP®, 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.
