As a Merrill Financial Advisor, Joseph Vidarte works with individuals, families and businesses to understand their specific financial situation and develop a plan to help obtain their short and long term goals. He supports all of his clients by leveraging the breadth of services and specialists at Bank of America and Merrill Lynch Wealth Management.
Joseph assist his clients by utilizing a Goals-Based Wealth Management process, a holistic approach that is designed to better understand their life priorities, which they then translate into feasible goals and together, develop a wealth management plan that is unique to their needs.
Many of my clients live complex and fulfilling business and personal lives while focusing on constantly changing demands. They are focused on their highest priorities like family, business, community, health, and leisure.
The last thing they want is to devote the time, energy, and resources to developing a roadmap to their successful retirement while implementing the right customized investments to grow and preserve their wealth.
Simply put, my purpose and that of my team, is to work with clients to organize, educate, advise, and execute all aspects of their financial affairs so they can achieve their goals while enjoying what matters to them most.
If this sounds like a scenario you would be interested in, please connect with me via LinkedIn or email and I will be happy to dedicate the same resources to help you achieve your goals.
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.
