We believe clear communication with client families is critical and encourage involving both spouses and grown children in the process.  Our clients deserve a superior level of advice and attention, and they expect transparency and accountability.  These principles serve as the foundation of the enduring relationships we’ve built.  That’s why we take a holistic approach with the aim of building client relationships around people, not portfolios.

Our goals-based approach utilizes the global resources at Merrill Lynch Wealth Management and Bank of America to deliver a customized wealth management strategy for your specific needs.  We believe the best financial strategy is the one that helps you pursue your goals.  That's why, right from the beginning, we talk about your aspirations and passions and encourage you to share with us concerns and questions you might have.  By gaining a deeper understanding of your goals and how you think and feel about investing, we will develop the financial strategy tailored just for you.

Teamwork is important to us.  We work together with your CPAs and attorneys to align tax minimization and estate planning strategies.

Our process is designed to deliver a personalized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management.  We provide access to the full array of banking and lending solutions through Bank of America while also serving as a highly experienced private wealth management firm.  We help clients manage all aspects of their financial lives such as portfolio management, retirement savings, life and health insurance, trust and estate services, philanthropic endeavors, etc.  We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.  Transparency and accountability are of the highest importance to us - we will provide you with a clear and complete picture of your financial life and keep you updated through regular reviews and check-ins.  We also recognize that your circumstances will change over time as your life evolves.  We will make updates to your customized financial strategies so you can stay on your path towards achieving your long-term goals.