Understanding a Transforming World

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

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

Understanding the Many Contexts of Wealth

The families we serve recognize that true wealth extends well beyond investment reports and financial statements. We advance a holistic approach to wealth that is broad in its vision and highly personal in its delivery. We seek to help families build their own value propositions around their wealth, integrating the factors that matter to them and the people they care about: time, health, opportunity, faith, family, and philanthropy. We are deeply committed to helping families translate their wealth into actions and decisions that advance their goals, align with their values, and propel their success.

Focused on Client Outcomes

We have spent our careers navigating the issues and opportunities that wealth entails. Our experience and practical insight intensify our value, helping clients capitalize on efficiencies, avoid pitfalls, and chart their paths forward. Our investment team applies their analytical talents and broad investment acumen to design customized portfolios that reflect the individuality of each client’s circumstances, timelines, and objectives.

The Cusick Catton Group is committed to providing personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained wealth management advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you track its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America.

A Collaborative Mindset

We recognize that sophisticated clients require a range of resources. We espouse a cooperative approach, integrating the efforts of a clients’ external tax and legal advisors, as appropriate. Our team’s background in trust and estate planning services, tax-sensitive investment and wealth transfer initiatives, and law enhance our ability to engage effectively with a client’s wider team, facilitating robust communication and careful execution.

We strive to be trusted advisors who value transparency and clarity, offering a detailed process designed to preserve, grow, and transfer wealth effectively. We savor the opportunity to interact with clients frequently, both formally and informally. Above all, we relish our ability to demonstrate our client focus; we are driven to exceed expectations.

Our team draws upon the combined talents, experience and efforts of our team. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate, attentive framework that is highly focused on their needs. The immediacy of this relationship, combined with the scope of our services, creates a powerful dynamic that seeks to enhance, organize, and streamline clients’ financial lives.

We invite families who have complex wealth management needs to discuss their goals relative to our capabilities in more detail.

*We do not provide tax or legal advice in our current roles with Merrill.