Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
What can we do to help?
If you are new to the area or concerned about how the market, interest rates and inflation will impact your wealth, income and lifestyle, let’s have a conversation. We can review your current plan and discuss opportunities for improvement to meet todays new market environment.
Please request an appointment by clicking the red "contact us box" above or Call and Text us directly at 941.413.4517
We have two convenient locations:
Sarasota Branch
Lakewood Branch
At The Franz Wealth Management Group we believe our local presence in the Lakewood Ranch / Sarasota community, coupled with our team’s size and diversity, provide a unique value proposition in servicing high net worth individuals and their families, business owners and institutions with liquidity events by providing customized strategies, and liability management. We deliver the intimacy of a boutique with the resources of a global institution, and begin each relationship with evaluating the concerns and priorities of our clients. After thorough discussion and analysis, we employ a broad array of asset classes to design well diversified, customized portfolios that focus on risk management and capital preservation.
It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and financial approach are guided by what’s important to you, and our success is defined by your satisfaction over time.
Drawing on the team’s experience, knowledge and insight, as well as the investment insights of Merrill and the banking convenience of Bank of America, we assist clients in coordinating the various aspects of their financial lives.
Retirement planning services
Utilizing the team’s sophisticated tools, we can help you decide how much retirement income you will need in order to have the retirement that you envision. Based on your input, we will suggest a financial strategy designed let you pursue your retirement goals. For those already retired, we can help to create a strategy appropriate for the lifestyle they desire.
Risk management strategies
It is critically important to understand both how to avoid risk and how to use it to your advantage. We will always carefully assess your tolerance for risk and design appropriate short and long-term strategies to help you prepare for the unexpected. We feel strongly that it is our responsibility to help you avoid the potential financial land mines that could devastate you and your family.
Tax-minimization strategies
Financial decisions that you make today may potentially have tax consequences that could have a significant impact on your lifestyle in the future and, ultimately, could influence how much of your wealth is available to fund your legacy. We can work with a client's tax advisors and estate planning attorneys in an effort to design strategies that help to minimize income tax and estate tax liability.
Wealth transfer strategies
To help you preserve your assets and pass them on to the people and causes you care most about, we collaborate with the firm’s trust and estate planning specialists and, with your permission, your personal estate planning attorney to facilitate wealth transfer strategies that seek to minimize tax liability. Strategies that may be considered are insurance, trusts, gifting and family partnerships.
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.
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.
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.
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.
Wealth Management Banking Specialist
Merrill
Retirement Specialist
Bank of America, N.A.
Wealth Strategist
Merrill
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.
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