The HP Group

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The HP Group

Wealth Management Group
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Merrill 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 investment strategy.
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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.

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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 partnership 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

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 investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from 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 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.

Additional Resources

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.

Grant Sedlak

Grant Sedlak

Wealth Management Lending Officer, NMLS #1020169

Upcoming Events

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The Psychology of Investing

WebEx Presentation, Seal Beach, CA

September 5th, 2019|6:00 PM - 7:00 PM PST

This webinar is a discussion of what likely accounts for an investor’s largest contributor to successful outcomes and most controllable...BEHAVIOR. We’ll review the common mistakes made throughout history and analyze how to possibly avoid them.

    For more information: 562.493.1314 or Alex.Parsons@ml.com

    Your Financial Strategy

    We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.

    FAMILY
    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Services2
    • Education Funding Strategies1
    • Insurance3
    HEALTH
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds2
    • Private Foundations2
    • Charitable Trusts2
    FINANCE
    FINANCE
    Using your finances to bring it all together
    • Merrill Lynch Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    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.

    Staying on Track

    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 you stay on track to achieve what's most important to you.

    Regular reviews to help you stay on track
    Regular reviews to help you stay on track

    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.

      Monitoring changes in your life and to your goals
      Monitoring changes in your life and to your goals

      Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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      Access to what you need, when you need it

      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

        *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. Merrill Lynch Wealth Management 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.

        Let’s Have a Conversation

        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.

        Why Merrill Lynch?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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        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.

        Personalized advice from a dedicated financial advisor.

        Getting to know you is our primary goal.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

        Adjusting your plan as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.