Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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"We put clients’ priorities and goals at the center of our work. Our goal is to build long-term relationships that can give clients deep, steadfast support spanning generations."
- Nathan Labiak and Christopher Ficara
Our approach to wealth management focuses on your goals and financial outlook. We work closely with you to gain a clear understanding of your current finances, future goals and priorities. Then we combine a rigorous client assessment with advanced portfolio construction techniques to help you create investment strategies that become key parts of the pursuit of your financial objectives. These strategies take into consideration your risk tolerance, liquidity needs, time horizon, short- and long-term goals and tax minimization needs, going beyond the traditional labels of "conservative," "moderate" and "aggressive."
We utilize Merrill Lynch Global Research, along with sophisticated modeling tools, to assess various investment scenarios. These scenarios may include predictable events, such as retirement or the sale of a business; as well as unpredictable events such as market conditions, changes in tax regulations, or the unexpected loss or disability of a primary income earner.
With your permission, we can work closely with other trusted professionals, such as your accountant or estate planning attorney, to help ensure that together we achieve the best possible outcome for you and your family. We encourage open and candid communication. Our goal is to build long-term relationships that can give clients deep, steadfast support spanning generations.
We provide a personalized service that can help you navigate the many useful resources of a large firm- the investing insights of Merrill Lynch and access to the banking convenience of Bank of America. That powerful organizational combination allows us to offer access to an extensive range of services and capabilities that can be tailored to and focused on your individual financial needs and goals.
Our clients look to us for advice on a host of financial topics which include:
Concentrated stock strategies, including 10b51 sales and 144 reporting
Private business sales
Banking and lending
Trust and estate planning services
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, trust and fiduciary services from U.S. Trust, 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.