The Stella Group

We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding you and your priorities. It starts with a conversation, building a foundation that helps us get to know you — your unique goals, priorities and financial situation — followed by a disciplined financial strategy, offering access to the investment insights of Merrill Lynch Wealth Management, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As you and the markets change, we will meet to track progress and adjust strategy, as needed.