Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We offer goals-based wealth management to select active & retired wine industry executives, business owners, and generations of families – mostly in Napa, Sonoma, and Solano counties. On their behalf, we deliver boutique-like attention and the vast resources of a global financial institution.
We understand the latest trends, risks and opportunities, but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you — your unique goals, priorities and financial situation — followed by a disciplined investment strategy, offering access to the investment insights of Merrill Lynch Wealth Management, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As you and the markets change, we will meet to track progress and adjust strategy, as needed. When you succeed, we succeed.
We believe in families, complex as they may be. Communication is instrumental to success in managing life’s challenges. We work to engage families in the financial decision-making process. We look for opportunities to educate the younger generation, and we often facilitate family wealth discussions that may be difficult for clients to initiate on their own.
We also believe that 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? Providing care for others? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations or committed to making an impact with your wealth? With access to the capabilities of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America banking products and services, we will work with you to develop strategies that are designed to address your priorities and 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 your financial approach 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 and your family.
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. Together, we can help customize your investment approach. 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 investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of 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 potential solutions for transferring wealth to the younger generation.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
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 approach 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 approach.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Associate Insurance Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
May 14th, 2020|1:00 PM - 2:00 PM PST
The new Coronavirus Aid, Relief, and Economic Security Act (CARES Act) has wide-ranging implications for small businesses, workers and families. Please join us via WebEx as John Negrete, Financial Advisor and Retirement Benefits Consultant, reviews the CARES Act provisions and its impact on you.
We’ll be taking question, so please email them prior to the Webinar to email@example.com
Register by May 13, 2020 by clicking the link: https://attend1000.webex.com/attend1000/j.php?RGID=rcb0541efd35dd03ccc40c2975199adbd
May 21st, 2020|1:00 PM - 2:00 PM PST
The financial decisions you make now can have a considerable impact towards pursuing the lifestyle you envision. During this informative seminar, we’ll discuss:
June 4th, 2020|1:00 PM - 2:00 PM PST
You are invited as Anna Zhou, from our BofA Global Research US Economics Team, discusses her use of proprietary Bank of America aggregated card data to provide a valuable perspective on current and future consumer trends. As the “Grand Reopening” occurs throughout the country, can this data tell us what the US Consumer thinks and how they’ll spend in the new environment? Anna holds a bachelor's degree in economics from Cornell University and a master's degree in economics from Columbia University. Based in New York, her primary focus is on the US consumer spending behaviors and trends.
To register, click on the link: https://attend1000.webex.com/attend1000/j.php?RGID=ree529739100b5588e067155917fab2d8
We will also have a Q&A for Anna at the end of the presentation from emailed questions we receive. Please send questions to firstname.lastname@example.org
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.