Davies, Niklaus & Associates
A critical part of our job is to work closely with clients to clearly establish their particular objectives, set strategy, implement recommendations and review progress on a regular basis to ensure that we are moving in the right direction. We make extensive use of both modern portfolio theory and behavioral finance in our wealth management practice. Our goal is to provide honest and intelligent financial guidance coupled with a high level of customer service.
A critical part of our job is to work closely with clients to clearly establish their particular objectives, set strategy, implement recommendations and review progress on a regular basis to ensure that we are moving in the right direction. We make extensive use of both modern portfolio theory and behavioral finance in our wealth management practice. Our goal is to provide honest and intelligent financial guidance coupled with a high level of customer service.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
