Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Vision, clarity and a well-defined financial strategy are the keys to maintaining your lifestyle and building a wealth foundation for the long term. The Heisel-Prunier Group helps you see beyond the day-to-day issues to manage your wealth for the months and years to come. We offer a menu of wealth management services that complements the guidance you receive from your attorney, tax advisor, business manager and other professional advisors.
Over the years, the Heisel-Prunier group has worked with many exceptional business managers, lawyers and other advisors who share our "clients first" attitude. Together, Kurt Heisel and Danielle Prunier have more than 40 years of experience in financial services, and they have advised and guided a broad range of clients with complex financial needs.
We strongly believe a customized, integrated strategy is the best way to manage the moving parts of your financial life in the short term and to accumulate wealth for the long term. These are the basic tenets of our philosophy:
We know that for many successful people, a group of advisors is often vital to helping you manage the financial components of your life. We can work with your advisors to balance your current lifestyle requirements with the income needs you may desire for financial security in the long term.
The first thing we do is listen to you and your circle of advisors. Our initial goal is to understand your financial vision, needs and aspirations. Only then do we begin to help you customize a wealth strategy and power that strategy with one or more diversified investment portfolios.
We believe it makes sense to have all your advisors working from the same script in order to create a seamless wealth management strategy for you and your family.
We can act as a gateway to the deep resources of Merrill Lynch, a worldwide leader in wealth management and investments, and Bank of America, a global banking company. There is tangible value in having a relationship with an advisor who can leverage the investment insights of Merrill Lynch and the banking convenience of Bank of America to your benefit.
Some examples of resources we can access to support you and your circle of advisors:
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.