Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Partners Brochure
Solutions for Deloitte Partners, Principals and Managing Directors
The Luppino/Eschenauer Group offers a broad spectrum of financial services and wealth management advice and guidance to a select group of clients. We work with clients in multiple areas of wealth management including: asset and liability management; diversified investments; trusts; insurance and estate planning services; and retirement income planning, among others
Combining the extensive resources and broad capabilities of a global wealth management firm with intimate personalized service, our team seeks to help clients pursue their goals through disciplined wealth management based on an in-depth understanding of their priorities and financial situations. Our goal is to simplify clients' financial lives by helping integrate the various facets of their wealth management and giving them a single point of contact for their needs, requests and questions.
We are able to bring this overall program together by:
Leveraging the insights, efforts and broad resources from BofA Global Research and its analysts
Customizing services, investment strategies and portfolios based on our professional perspective and a range of investment objectives and risk profiles designed for your situation
Offering dynamic and diversified exposure to select market segments, meant to give you the opportunity to fulfill a wide spectrum of strategies
Employing thoughtful, experience-based and tactical asset allocation that we believe will help your investments be resistant to market volatility
The Luppino/Eschenauer Group can help you manage and build your wealth in accordance with your plan's rules and guidelines. In addition to the personalized attention of a team experienced with this program, we offer access to Bank of America's wide range of banking products and BofA Global Research reports and market analysis, along with 24-hour online access to your accounts.
We can work with you to develop strategies to help you pursue your most important goals, whether you wish to prepare for your retirement, fund a child's education, purchase a home or build a legacy, based on our professional perspective and range of risk profiles designed for your situation.
Here are some of the many areas in which we can assist you:
You'll have access to Bank of America's robust banking services, including customized pricing for principals and directors. In addition, you'll have the convenience of a single point of contact, 24-hour online account access and a single sign-on to all your online accounts, making it possible for you to oversee your entire financial picture with ease.
We provide access to Bank of America:
DWealth Mortgage Program:
We can help you pursue your homeownership goals and save with reduced pricing
As a Deloitte Partner Principal & Managing Director, you have access to special pricing on Bank of America home financing solutions that could save you thousands of dollars in interest over the lifetime of your loan
Deloitte Mortgage Discount Program
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
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. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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 Advisor®
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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