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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 Bassam Group
Wealth ManagementLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
The markets and economic environment are rapidly evolving—and we believe your family deserves a trusted ally to help guide you through the changing landscape. No matter your goals, The Bassam Group is here to offer the service, structure, and strategies you need to pursue the financial future you desire.
From education funding to world travel, our team caters to affluent families using a family-office approach. Throughout every step, we will uncover the depth of what you’re hoping to accomplish—beyond simply addressing your assets and liabilities.
From education funding to world travel, our team caters to affluent families using a family-office approach. Throughout every step, we will uncover the depth of what you’re hoping to accomplish—beyond simply addressing your assets and liabilities.
The Bassam Group
Welcome
At The Bassam Group, we focus on helping affluent families seize opportunities and uncover blind spots that could jeopardize your future. With our family-office style approach and services, you can find tailored, thorough support that addresses the full breadth of your financial life.
We understand that increasing wealth can also bring new complexities. With a demanding career, growing family, and ambitious goals, staying ahead of the financial world can feel overwhelming.
Our team’s objective is to lighten your load and streamline your wealth management.
From our first meeting, we provide straightforward perspectives on where you are today. We then work with you to define exactly what you imagine accomplishing and build a strategy to pursue that vision. From education funding to global travel, we will help you address your family’s needs and your aspirations.
We want to be a lifelong guide and ally. By providing the sophisticated guidance you desire, we can help you transform your dreams into action.
Understanding Who You Are
Pursuing your goals begins with understanding who you are and what matters most to you. When working together, the following questions will drive our support.
Five Questions for Your Financial Future
1. What are your most important goals and priorities?
Portfolio performance is key, but we also want to help you enjoy your preferred lifestyle and pursue your vision.
2. How do family dynamics affect your wealth management?
We help provide guidance that upholds your family’s unique needs and objectives for generations to come.
3. What is your true risk tolerance?
We believe you deserve support that limits unnecessary risk and matches your comfort level.
4. What values do you hope to promote and pass on?
Your legacy matters. Our team will help you share your wealth and values with your family.
5. How do you define a successful client-advisor relationship?
From your participation in investment decisions to how frequently we meet, your preferences guide our relationship.
By building a spirit of inquiry into our support, we strive to address all of your financial goals and reflect who you truly are.
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.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
Ehsan S. Bassam
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Forbes "Best-in-State Next-Generation Wealth Advisors 2019
Published on September 4, 2019. Rankings based on data as of March 31, 2019.
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.
Alexander Londono
Employee Benefits Specialist
Bank of America, N.A.
Michael Duffy
Wealth Strategist
Merrill
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
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.
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