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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Hoelzer Steele Group
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Merrill Lynch
Wealth Management
Whatever your personal goals may be, our team uses custom strategies tailored to your unique priorities to offer you confidence while navigating important financial and life decisions. By working with a select group of individuals and families, we’re able to offer personalized, boutique-like service to help simplify your lives so you can spend more time pursuing what is most important.
The Hoelzer Steele Group
Welcome
Based out of New Canaan, Connecticut, our advisors combine for more than 60 years of experience in the industry, and our team has a tremendous track record servicing clients. When you work with the Hoelzer Steele Group, you are not just getting an individual, you are getting an entire team supported by decades of experience and varying areas of expertise within the financial services industry. We strive to earn and maintain your trust by fulfilling your needs and expectations while focusing on frequent communication, honesty and transparency.
Discovering What Matters to You
We focus on your needs with a holistic approach, taking into consideration your investment objectives, time horizon, liquidity needs, short and long-term goals and risk tolerance. We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? We believe your unique goals should be at the center of all of your financial decisions and form the foundation for your financial strategy. Whether it’s customizing your financial approach to help you pursue your passions, preparing for meaningful life events and expenses, transferring wealth to the next generation, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Implementing a plan to achieve your unique goals:
We can construct a customized financial strategy that acts as a roadmap to achieving your goals. Throughout our ongoing conversations, we reference the plan, make sure that we are staying on track and make any necessary adjustments along the way. 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 as well as Merrill’s investment insights to address all aspects of your financial life.
Who We Work With
Our team offers customizable wealth management services to affluent individuals, families and professionals who are seeking advice and guidance to organize their finances, so they are able to achieve their financial goals. For our younger clients, we guide them through meaningful life events such as career changes, family planning, education saving, investment allocation and more. For clients later in life, we plan for a comfortable retirement, wealth preservation, gifting and legacy planning. At the core of all of our relationships is an in depth financial plan that captures our clients’ entire financial picture, quantifies their goals, and lays out a roadmap to achieve these goals. As s multi-generational team, we draw on the resources and insights of our global financial institution to create strategies that reflect your aspirations for yourself as well as current and future generations of your family.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
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.
Christopher A Calipa
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #969177
Jeffrey Wiedmann
Wealth Strategist
Merrill
Allyssa Dougiello
Wealth Management Banking Specialist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
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.
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.
#DigitalMerrill
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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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.
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.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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