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The Stager Gauss Group

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The Stager Gauss Group

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Merrill Lynch
Wealth Management

Whether developing a strong retirement plan for your company or finding investment strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.
Welcome

The Stager Gauss Group has a long history of providing professional investment management, advice and guidance. We offer local, personalized attention and service in Boulder, Colorado while employing the investment resources of Merrill Lynch Wealth Management and banking convenience of Bank of America, one of the world’s largest financial services firms. Our team is committed to act with honesty, integrity, and in the best interest of clients every day.

We work with high net worth individuals, their families and their businesses. Our goal is to be your Trusted Advisors and to help you achieve and maintain your long-term goals. We favor long-term relationships and want clients to be proud to recommend us to their families and friends.

We live in an ever-changing world. The Stager Gauss Group will be there to help you.

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 give you a sense of the full assessment and 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.

Capabilities

Our years of experience through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We’ll work with you to build a personalized investment approach that helps you pursue your goals – no matter the financial environment. We’ll take into account your objectives, time horizon and liquidity needs and, perhaps most important, your sensitivity to risk and investment personality.

Focus On High-Net-Worth Individuals and Business Owners

We  offer clients a breadth of potential solutions, premier service and financial tools based on their unique circumstances.

No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

We'll also draw on our industry knowledge and experience to offer:
„„
  • Potential risk management strategies
  • „„Trust and estate planning services
  • „„Potential wealth management solutions
  • „„Access to Bank of America for your credit and banking needs

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.

Daniel Mandel

Daniel Mandel

Trust Specialist

Bank of America, N.A.

Kathryn Roth

Kathryn Roth

Wealth Management Banking Specialist

Merrill Lynch

Andrew M Butt

Andrew M Butt

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #515815

Past Events

The Psychology of Investing

June 18th, 2020|3:00 PM MDT

The presentation will be with speaker Mark Peterson who is the Director of Investment Strategy and Education at BlackRock.


Key Topics of the presentation:

-How important it can be to understand what drives our actions when it comes to investing

-Current COVID environment

-Keys to Investment Success

-Envy/Loss/Building Discipline

Please RSVP to any team member of Stager Gauss Group by June 5th and we will be happy to send you the event details.

    Your Financial Approach

    We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds4
    • Private Foundations4
    • Charitable Trusts4
    FINANCE
    Using your finances to bring it all together
    • Merrill 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

    1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
    2 Banking, mortgage and home equity products offered by Bank of America, N.A.
    3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
    4 Trust and fiduciary services are provided by Bank of America Private Bank.

    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 approach, our goal is to help you stay on track to achieve what's most important to you.


    Periodic 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.


      Monitoring 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.

      Wealth Management Your Way

      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

        We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

        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.


        Merrill_Capabilities_Brochure.png  

        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.

        We get to know you and your family, your financial situation and what matters most to you.

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

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

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