The Briggs Mains Barber Wint Group
Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. 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 in fundamentally improving the financial lives of our clients.
The Briggs Mains Barber Wint Group provides four core services to all of our best relationships. These are families that enjoy the best experience and performance to goals and allow us to do our best work on their behalf.
- We will help you meet specific goals and outcomes that you want to achieve.
- We will strive to add ease and convenience to your lives. We will provide the convenience of cash management, liability management, and a full array of online services on the MyMerrill website
- We will help create portfolios to meet your unique and specific needs and goals.
- We intend to be your friend and confidant, people who know you and your family, your preferences and priorities and can coordinate your outside advisors, such as your CPA and attorney. We hope that clients see us as strong partners in providing a true value in their lives.
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.
Your Financial Approach
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
Taking care of your family and other people in your life
- Trust & Estate Services4
- Education Funding1
- Insurance3
Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
- Home Loans2
- Home Equity Lines of Credit2
- Securities-Based Lending2
- Credit Cards2
Working in retirement, selling or starting a business
- Bank of America Business Banking2
- Exchange Funds1
- Concentrated Stock Management1
- Succession Planning1
Spending your free time in meaningful ways
- Credit Cards2
- Securities-Based Lending2
- Structured Lending2
Volunteering, mentoring others and giving to charities
- Donor-Advised Funds4
- Private Foundations4
- Charitable Trusts4
Using your finances to bring it all together
- Merrill Investment Accounts1
- Investment Advisory Accounts1
- Alternative Investments1
- Exchange-Traded Funds1
- Mutual Funds1
- Closed-end Funds1
- Fixed Income Products1
- Options1
- Annuities3
- Impact Portfolios1
- Market-Linked Investments1
- Securities-Based Lending2
- Margin1
- Home Loans2
- Bank of America Checking and Savings Accounts2
- Credit Cards2
- Online Account Access1,2
CFP®,CRPC™
AAMS™,AWMA™,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.
