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.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
On behalf of The Larson-Kirkpatrick Group I would like to invite you to join us for a Webex call with James Scopis, a Senior Cyber Crime Specialist with Bank of America's Global Information Security team. James works with hundreds of clients to strengthen their financial cyber security through best practices, education and awareness. James will discuss the pillars of cyber security, our Enterprise cyber program strength, personal best practices and the current threat landscape. This is a highly sought after topic delivered by an industry expert. Threat actors are constantly evolving their methods so what you need to know is constantly evolving as well. This call is an opportunity for you to expand your cyber security IQ.
CFP®, CIMA®, CKP®, CPFA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
