Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With more than eight decades of collective experience, SAS is a multigenerational team dedicated to helping affluent individuals, families and institutions make informed decisions about their wealth management. Teamwork and collaboration are at the heart of our culture.
Today’s overabundance of financial products, technology and information can make managing investments on your own an overwhelming and time-consuming task. We strive to help our clients filter out the noise and remove emotions from the complex process so they can make smart decisions based on their goals and objectives.
Our diverse and complementary skills and personalities helps us anticipate our clients’ needs so we can see their unique situations from various angles and viewpoints. Fostering relationships that span multiple generations, we have the resources to help address the financial needs that arise at each stage of our client’s lives.
While many clients may have the same objectives, the path toward achieving their goals can be dramatically different. Our personalized approach addresses priorities and takes a client-centric, goals-based view as we develop their investment strategies.
SAS was established with one idea in mind—to serve our clients with the kind of personal attention we believe they expect and deserve.
We believe the best financial strategy 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. Worried about managing 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? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your financial needs.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
With 60 years of combined experience, we develop customized wealth management strategies and recommend investment portfolios for affluent individuals, families and institutional clients. As a multigenerational team, we bring extensive experience, varied capabilities and advanced professional credentials to serving clients.
Blending our collective skills allows us to apply a broad knowledge base and different points of view when we collaborate to serve them at every stage of their financial life. Our diversity assists us in effectively communicating and building lasting relationships with every generation of their family.
Liz Schulman, one of the founding members of our team, is among a select number of Merrill Lynch advisors who hold the Bank of America Merrill Lynch Global Institutional Consultant title. Within this space, we focus on working with endowments, foundations, nonprofits and pension plans in Arizona and throughout the country. We can provide them with access to a broad spectrum of capabilities, including investment consulting and philanthropic and nonprofit management, as well as retirement and benefit planning services.
We offer affluent private clients and the organizations they support the same disciplined process and sophisticated wealth management strategies we utilize with institutional clients. Our process begins with conversations to discuss their goals and gain a clear understanding of their needs so we can help build strategies reflective of their values and beliefs. Ideally, we want to meet with any other family members they would like to involve in their decision-making process.
We strive to provide the highest degree of personalized attention and communicate with clients proactively. Committed to offering attentive, prompt and efficient service, our client associates support our team in all phases of relationship management. Our goal is to help reduce the complexity of clients’ finances so they can spend time doing what they enjoy most.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.