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Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The HP Group
Wealth Management GroupMerrill Lynch
Wealth Management
We are a dedicated team of industry professionals whose focus is on assisting individuals and their families establish specific financial goals designed for the attainment and preservation of wealth with our 5x3x1 financial strategy.
The HP Group
Welcome
Our group is focused on helping families establish very specific financial goals towards the attainment and preservation of wealth. We provide planning based strategies that are specifically designed to address issues that may be adverse not to address. We accomplish this through a family wealth management process that is designed to address the five common goals, three common issues, with one financial strategy.
HP Approach
We believe that the best wealth management strategy involves a comprehensive review of key concepts along with the importance of addressing the common misconceptions that surround investing. We strive to take the emotions out of investing by developing a rapport in order to create a lasting relationship through any market conditions.
5x3x1 Process:
Common Wealth Management Goals
-Long, comfortable nor compromised retirement without concern about running out of money.
-Desire to meaningfully influence the lives of your children during their lifetime or in the form of legacies.
-Ability to fund the education of your grandchildren.
-Provide quality care for yourself or loved ones in their later years.
-Aspirations to leave a meaningful legacy to a much loved school, church, charity or other institution.
Issues we help address:
-Formation and safeguard of wealth.
-Developing a distribution strategy during life.
-Coordinating a distribution plan at death.
All-encompassing financial strategy
Capabilities
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
"Wealth is not determined by investment performance, but by investor behavior."-Nick Murray
Meet the Team
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.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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