The Gusho Wallace Group
The Gusho Wallace Group adheres to a disciplined process delivering a consistent and customized goals-based wealth management experience. Before any financial decisions are made, they consider your whole life, taking time to uncover and understand your concerns and priorities. With this intimate knowledge about what you value most, Andy and Wendy are able to help you establish objectives and develop an appropriate strategy that addresses your risk tolerance, time horizon, liquidity needs and overall investment objectives while also taking into consideration the cost of recommendations. They will recommend strategies that draw from your life priorities, utilizing a goals-based process to connect all the pieces of your financial life. Andy and Wendy conduct regular reviews with you to track progress towards reaching the goals and keep the strategies consistent with any life or business changes that may occur.
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.
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.
