Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Tashjian Farkas Group offers affluent clients a clear, incisive approach to goals-based wealth management. We take a different approach, intended to address the individual needs and aspirations of clients. Our team members are committed to a professional discipline that goes beyond the mechanics of financial management. Our experience working with a variety of high-net-worth clients gives us practical insight into the attitudes and habits that drive their perceptions and intentions about their wealth. We strive to help clients understand and consider their financial strategy from a perspective of thorough financial well-being.
We help guide affluent clients by offering strategies designed for the long term and the varying needs that might arise during a lifetime. These can include retirement planning services, education funding, business sale or purchase, charitable giving, wealth transfer and much more. We help support your strategies by guiding you through careful asset selection so that you create a portfolio that's specific to you and your family and targeted to what you most want to achieve. We also consider a variety of risk management strategies that can help you continue to pursue your goals despite major changes in the financial markets or your life.
We see you and your family as more than an "account." You, your life events and financial well-being deserve the kind of service and care that only a boutique-level of wealth management can offer.
The goals-based wealth management approach that we take helps you:
You'll find we keep you informed and updated on developments that could impact your assets, and we also strive to anticipate what may be an appropriate strategic action to take next. We're ready to listen when you want to discuss changes, and we're ready to act when you need us. We consider your key interests to be our first priority, and we work to carry that ideal through everything we do for you and your family.
At The Tashjian Farkas Group, our focus is on helping you structure your wealth in the most intelligent ways possible to pursue your goals. It's key, therefore, that we understand your goals. We do this by asking thoughtful questions, including, "What is your true path?" For most people, the answer evolves over time, and our team is adept at helping modify your financial strategies to keep them in line with changing outlooks.
At The Tashjian Farkas Group, we realize that people take on many different financial roles as they move through life. Their motivations and desires at age 35 will almost certainly change by the time they are 65. Our advice and guidance is based on long-term strategic thinking, considering where you are and where you want to go.
We believe what differentiates us from other advisory teams is that we strive to adapt our recommendations to clients' individual financial personalities. We want to understand your thinking about money and how this thinking came about. We also look forward to showing you how you can build upon your experiences to create a new set of financial habits and thinking in service of your goals. This approach is based on four key points:
One of the crucial differences of The Tashjian Farkas Group is the type of clients we serve. Not every affluent family needs the kind of sophisticated advice and guidance we offer. Our team is targeted to—and limited to—a select handful of clients.
Virtually all of the clients we serve have above-average demands on their lives, their time—and on the expectations of their wealth and its potential. We understand these expectations and strive to offer guidance that can keep up, no matter where clients are in their lives or careers. We help them structure their income, investments and wealth transfer intentions in ways we believe would be advantageous and consistent with their core beliefs and ambitions.
Most clients have extraordinary goals for their lives—and for the potential of their wealth for the generations that follow. Our work with wealthy family groups centers on long-term preservation, guidelines for future investment, and coordinating with your other advisors/attorney/accountant to help determine strategies that may include trusts, foundations and family banks. We can act as a central point of contact and clarity for the next generation when it's time for assets to be passed on.
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.
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
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
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Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*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, we can help you create a financial strategy that reflects your personality. Only then can we 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.