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Green Wealth Management Group

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Green Wealth Management Group

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Merrill Lynch
Wealth Management

Wealth management is more than good relationships.  We are committed to creating value for clients- tackling difficult questions, unwinding complex circumstances, anticipating issues, and avoiding potential inefficiencies. Service is the heartbeat of our team, from our day-to-day outreach to our long-term philosophy.
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Welcome

Green Wealth Management Group is a Merrill Lynch Wealth Management financial advisory team serving clientele throughout Connecticut and across the country.  Our consultative, planning-based financial strategies can benefit individuals, families, and businesses from many professional backgrounds. We purposefully limit the number of clients we serve, so as to always provide the level of service and attentiveness that significant wealth requires.  Although not exhaustive, clients have relied on us to help organize and coordinate financial needs in these crucial areas:

• Retirement Income Planning
• Corporate Retirement Plans (401(k), 403(b), pensions)
• Wealth Transfer and Estate Planning Strategies
• Stock Options/Concentrated positions
• Liability Management
• Liquidity Needs

Individuals

Wealth management is more than good relationships.  We are committed to creating value for clients- tackling difficult questions, unwinding complex circumstances, anticipating issues, and avoiding potential inefficiencies.  They look to us to help them make the best decisions they can, using analysis and tools to capitalize on opportunity. We aim to be the first and last phone call a client makes; if something concerns a client, it concerns us.  We are selective in our relationships, working with a limited number of clients in order to deliver the maximum benefit from the services we offer.  That selectivity yields a different kind of engagement- one based on an intimate understanding of a client's circumstances and priorities. Service is the heartbeat of our team, from our day-to-day outreach to our long-term philosophy.  Our goal is to wow clients, whether they have been with us for twenty days or twenty years.  Our service model unifies our advice and guidance, allowing clients to stay the course through difficult times.  

    





Businesses

Our advisors offer a multi-dimensional spectrum of advice and guidance that is tailored to the needs of businesses, their owners, and key employees.  We believe that business owners require the coordinated planning approach we offer.  Owners often juggle multiple roles within their organization and ultimately seek synergy between their business and personal finances.  Over the years, we have gathered the resources within Merrill Lynch Wealth Management and Bank of America to do just that- help business owners acheive financial harmony across retirement planning, employee wellness, lending, liquidity, and cash flow. Over the years, we have developed a network of trusted advisors and resources to complete the support team business owners are often looking for. While not exhaustive, Green Wealth Management Group offers business clients the following service.

  • corporate retirement plans**
  • investment management
  • business succession planning
  • buy/sell insurance agreements
  • tax minimization strategies
  • access to treasury management through Bank of America
  • access to equipment financing through Bank of America
    liquidity strategies

**Each of our team’s advisors is a Retirement Accredited Financial Advisor (RAFA).  A RAFA is a financial advisor who has been qualified by Merrill to advise businesses on their 401(k) or other employer-sponsored retirement plan**
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.



Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that 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? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Capabilities

Our  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

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.

Douglas Reisman

Douglas Reisman

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #418849

Jeffrey Wiedmann

Jeffrey Wiedmann

Trust Specialist

Bank of America, N.A.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.

      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.


      Merrill_Capabilities_Brochure.png  

      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.