The Nicoll Cafferty Group
The Nicoll Cafferty Group has over 50 years of experience providing planning-based wealth management services. Our disciplined approach starts with gaining an in-depth understanding of our clients resources and goals, but it goes much deeper than that. We help them prioritize their goals, to determine which are essential and which are more flexible. We develop a customized financial model that can help them achieve those goals without taking any more risk than is absolutely necessary. We run thousands of simulations to determine their likelihood of success, and give them specific action steps to take to increase that likelihood. We implement an investment strategy that's tailored to their unique circumstances. We coordinate with the other advisors in our clients' inner circles, such as accountants and attorneys, so that everyone is on the same page. Most importantly, we regularly review the progress they are making towards their goals and refine the approach as necessary. Our service is proactive and prompt, and our fee-based structure is completely transparent.
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.
