How We Can Help

People come to us for a variety of needs. Some have a particular goal in mind—selling a business, diversifying a concentrated portfolio, passing along wealth to the next generation, or financing a major purchase. 

Others come to us because they want a balanced perspective on a critical question: Are they on track? They want to know if they are saving enough, investing in a thoughtful way, and creating a pathway to their distinctive goals. 

Each person is different—a variability that makes our work very rewarding. We’re energized by each client’s story—helping people move from where they are to where they want to be. 

Together, we look to create a highly customized approach to each person’s interests and needs. Here are a few of the ways we can help:

• We lend depth and organization to your financial life. We feel that our knowledge is difficult to replicate. We have helped many clients over many years, unwinding the intricacies of their wealth and creating a more cohesive whole. We believe that our education, professional designations, and practical experience have added to our ability to provide thoughtful advice and guidance.
  
  

• We are forward looking, rational, and disciplined. Our team founder, Chris Dyrek, has witnessed varied market conditions over the course of his career—bull markets, bear markets, geopolitical disruptions, and substantial volatility. He offers refined judgment and a seasoned perspective, grounding his approach in fundamentals: controlling the controllable, anticipating rather than reacting, diversification, and tax-sensitive investing.
  
  

• We restore precious free time to your life. One advantage of wealth is the ability to focus on other priorities. Our team is skilled in uncovering possible efficiencies across multiple contexts of your wealth, bringing you new ideas to help advance your goals, steadily and methodically. We apply our own insights, as well as those of specialists at the firm, to help you reduce complexity and gain confidence in pursuing the future you envision.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Different by Design

We set out to be different: to work harder, to be more attentive to client priorities, to bring our full complement of talents and strengths to our work.

We’re proud, but never satisfied. We know there’s more work to be done. 

We nurture an ambitious vision of continuous improvement. We believe we’re better today than we were yesterday, and we look forward to being better tomorrow than we are today.  

This mindset, we believe, generates an energy and enthusiasm for our work that clients can discern:

• A diverse spectrum of experiences. We’ve built our team, purposefully and incrementally, to assemble the resources clients need to thrive. We offer the wisdom and judgment of experience coupled with the energy and dynamism of youth. We also bring different perspectives, backgrounds, and skillsets. That vibrancy, we believe, lends tangible value to the people we serve. Our structure allows us to serve as a reliable guide for decades to come.
  
  

• An emphasis on client ease. Our goal is to make life easier and simpler for clients. When clients contact our team, they reach a person who cares about them—not an automated system. From Advisors through Associates, we look for ways to save clients time and aggravation. Our founder, Chris Dyrek, maintains that “complication is a tariff on time." We look to remove that barrier—to resolve headaches and streamline issues so that clients can enjoy greater satisfaction from their wealth.
  
  

• An aspirational perspective on wealth. The clients we serve typically have a purpose for their money. They want to do more than just accumulate riches. For many, that purpose involves taking care of their loved ones, creating additional opportunities for successive generations, or supporting their favorite causes. They also tend to see their wealth as a tool, more than an end result.

Stop by our office, and you’ll see the scope of aspirations that clients have nurtured and attained. We have photos of  once-in-a-lifetime family vacations, a Tartan sailboat named Peregrine, second homes and vacation properties, collectibles from decades past, RVs, a Ford Mustang E GT, hunting trips, mountain climbing adventures, rare motorcycles, college educations and graduations, a 2008 Aston Martin named “Anna Maria,” horses, exotic scuba-dive trips, and new business ventures. These mementos are reflections of clients’ “lives well lived,” and we’re gratified to have had a hand in their development.

Service in Action

Service in Action

Our team believes in the value of service. We don’t simply speak about this ideal—we live it through our actions. We believe there are many ways to serve—a kind word, an extra step to make someone’s life easier, a facilitated introduction, a phone call to keep someone apprised of progress.

We take service seriously, striving to exceed expectations:

• We speak directly with clients. We believe in the priceless value of human contact. To that end, we welcome client interaction – by phone and in person. In a world of automated systems and phone directories, we take pride in our ability to offer a warm and welcoming presence when clients have questions or needs.

• We watch out for the details. We’re not perfect—but we do aspire to be. To that end, we’re mindful of the small details that underpin our work. We know that taking a few extra minutes to double-check something can save considerable time and effort in the long run.
  
  

• We lean on a broad network. If we don’t know the answer to something, we likely know someone who does. Our goal is to be helpful, in ways large or small. We’re skilled in connecting people to the resources they need, whether inside our team, across the larger enterprise, or among a robust network of relationships.

To discuss your needs with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We’re happy to speak with you.