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The Kothari Group
Wealth Management GroupMerrill Lynch
Wealth Management
We believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way.
The Kothari Group
Welcome
The Kothari Group shares a common mission: to completely understand our client goals, needs and objectives, then work together to help achieve the type of lifestyle that matters most. We help clients pursue their personal goals, such as planning and funding children’s education needs, helping to preserve and grow wealth for their lifetimes, planning for potential health care costs and providing resources to help manage the wealth transfer process to the next generation. Each recommendation we make takes into account the clients’ personal perspectives and priorities. We strive to bring simplicity and transparency to the complexities of finance and wealth management, thus embarking alongside with our clients on an exciting journey of managing and helping them reach their goals.
Philosophy
We believe the best financial strategy is the one that helps you pursue your goals. We encourage you to ask questions about issues that matter most to you and your family. Our commitment to understanding your goals and objectives, allows our team to provide highly personalized, one-on-one service. Are you worried about running out of money during retirement? Is college tuition on the horizon? Are you considering the sale of a business or purchase of a home? Once we understand our clients’ goals and objectives, we help develop multigenerational wealth strategies that encompass the least amount of risk and greatest amount of certainty. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the intellectual capital of our global enterprise to create wealth management strategies that reflect your customized goals-based wealth management approach.
Approach
Wealth Management is a dynamic, ongoing process. We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. We strive to work together with you throughout life’s ups, downs, triumphs, and transitions. One of the biggest risks to financial success can be human emotions. Understanding client goals and objectives provides the opportunity to keep those emotions separate from the decision making process, thus allowing client financial strategies to remain on track. Preserving and maintaining our clients’ lifestyles is at the center of our wealth management approach. Our team commitment to providing clients with the investment insights of Merrill and the banking convenience of Bank of America, provides our clients with the opportunity to participate in the long-term historical economic up trends. Our team stands side-by-side with clients during times of challenging market environments and life events.
Capabilities
Our team is dedicated to delivering a customized and consistent experience in working with our clients to help them achieve what matters most to them. We are committed to providing our clients with the investment insights of Merrill, but we also strive to work with our clients in areas that go beyond investments. Trust and fiduciary services from Bank of America Private Bank, the banking convenience and lending solutions of Bank of America offer ways that help clients manage all of the components of their financial lives. We view our team as a financial resource for clients, working with them to provide potential solutions for generational wealth transfer and education.Focus on Individual and Families
The advice and guidance we provide to our clients is designed to assist in making investment-related decisions and tailored to provide potential solutions to help reach essential, important and aspirational goals. Are you planning for retirement? Perhaps you or a loved one are saving to buy a home or considering how to fund educational expenses. Our team will begin by getting to know you and your family, focusing on the seven life priorities below:
· Family: Taking care of your family and other people in your life
· Finance: Bringing it all together and defining your financial goals
· Work: Working in retirement, selling or starting a business
· Leisure: Spending your free time in meaningful ways
· Giving: Volunteering, mentoring others and giving to charities
· Home: Upsizing, downsizing, remodeling or buying a vacation home
· Health: Managing healthcare expenses, now and in the future
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Sonny S Kothari
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2015 - 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "America's Top Wealth Advisors" 2016 - 2023
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Forbes "Best-in-State Wealth Advisors" 2018 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Sammie Kothari Peng
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.
Forbes "America's Top Women Wealth Advisors" 2020 and 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.
Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2019 - 2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.
Meet Our Group
Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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