We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish.
Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Approach We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. Our approach is to help you pursue your goals by providing customized service and potential investment solutions.
Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life. No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas: Health: Managing healthcare expenses, now and in the future Home: Upsizing, downsizing, remodeling or buying a vacation home Family: Taking care of your family and other people in your life Leisure: Spending your free time in meaningful ways Giving: Volunteering, mentoring and giving to charities Work: Working in retirement, selling or starting a business Finance: Bringing it all together; defining your financial goals We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.
We believe they are setting the standard for exemplary client service.