Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
At the Brenner Wealth Management Group, we take the time to understand what’s most important to you, your family, and your business, and then customize wealth management strategies around your priorities, risk tolerance, time horizon, liquidity needs, and goals. Our portfolio construction process is guided by an “all-weather” approach, with a focus on risk adjusted performance, leveraging a continually updating process to take advantage of new market opportunities and course correct for life’s inevitable changes. In total, our team brings over 50 years of financial services experience, in a variety of economic/market cycles.
Our team places the highest importance on trust, ethical standards, and care for our clients.
We deliver a highly disciplined, institutional wealth management process, custom-designed for high-net-worth individuals, their families, and businesses/organizations. This is a continuously updating process that takes advantage of new opportunities in the market, and course corrects for life’s inevitable changes.
Our portfolio construction process is guided by an “all-weather” approach, with a focus on risk management and risk-adjusted performance.
We bring over 50 years of financial services experience, in a variety of economic/market cycles. Our team members hold CIMC®, CFA®, and CPA professional designations.
The Brenner Group provides non-conflicted advice, with an all-inclusive fee covering: goals-based life planning w/ regular monitoring, investment due diligence, asset allocation advice, estate/succession planning services, trust services, lending services through Bank of America, N.A., and wealth continuity & family unity planning.
We 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? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.
In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill Lynch, and with access to the banking convenience of Bank of America, we can deliver services that can help you address virtually every financial challenge you face.
We’re fully versed in the many issues that affect wealth management. No matter what your short and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together.
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.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #637498
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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.