Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With profound interest in the families they serve, Bryan, and his team, believe the lessons they learn from clients are as meaningful as the wealth management strategies they craft on their behalf. Bryan caters to an impressive clientele throughout Colorado and across the country – senior oil and gas executives, executives of public and private companies, successful business owners and successive generations of their families.
“Clients are smart and in learning mode,” Bryan points out. “They welcome the opportunity to communicate honesty, intelligently and frequently. We strive to develop relationships with our clients that go beyond investment discussions. As such, conversations take on specific meaning and direction to fit what matters most. By providing investment acumen and genuine attention, we’ve come to serve a loyal circle of clients who expect more from a financial advisory practice – in the way of strategy and service.”
In all market conditions, we want clients’ portfolios to move in the right direction. That's why, as unbiased, opportunistic investors, we use alternative investments and strategies to create a plan that doesn't rely on day to day market movement. On the flip side of clients’ balance sheets, we provide streamlined access to Bank of America, N.A. for residential, securities-based and commercial lending (NMLS# 1294650). We also coordinate with clients’ attorneys and CPAs at “tax time” and throughout the year, to align tax minimization and estate planning strategies.
“Clients’ heartfelt goals tend not have dollar signs in front of them. They’re about people and purpose,” Bryan says. “Holding a position of leadership at the firm allows us to stay sharp in understanding how to present the full capabilities of our firm to fit the unique needs of our clients saving them time and money. We strive to eliminate walls often placed between the investment process and other aspects of wealth resulting in the acceleration of our clients’ pursuit of lifestyle and legacy.”
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with the Blackstone Entrepreneur Network and The Morgan Adams Foundation (among others). Please contact us to learn more about how we work to make a positive impact on your financial life.
University of Wisconsin
Learn more about the highly engaging podcast series from Merrill Lynch
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Structured Credit Executive
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.
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.
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.
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.
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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*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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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.
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.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.