Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Learn more about an advisor's background on
At The Franz Wealth Management Group we believe our local presence, 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 investment 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 strategies are guided by what’s important to you, and our success is defined by your satisfaction over time.
The process begins by listening. Establishing a clear picture of your life and financial goals is the first step.
Our disciplined process progresses through five stages:
Step 1—Assess the Situation:
We start by devoting considerable time and resources to learn about you and your financial position, priorities and dreams.
Step 2—Articulate Needs and Goals:
As you describe to us your specific concerns, we can help you identify your goals, liquidity needs, time horizon and risk tolerance so we can help you design your customized road map.
Step 3—Define and Refine Approach:
We can discuss "what if" scenarios and simulate their impact on your current lifestyle to help identify any necessary trade-offs, refine the decision-making process and make adjustments accordingly.
Our task at this stage is to take each of your goals and find investments or other financial strategies that can help you pursue them.
Step 5—Review Progress:
Periodic reviews and evaluations of your investment strategies are key parts of the process, to help keep those strategies aligned with your goals. As your life changes, we can suggest ways to rebalance your portfolio or reformat you strategies as necessary.
• Definition of goals
• Financial guidance
• Budget and cash flow analysis
• Retirement Planning
• Trust and estate planning services
• Risk management and tax minimization strategies
• Philanthropy and legacy planning
• Long-term care funding
• Access to home financing from Bank of America, N.A.
• Access to banking services from Bank of America, N.A.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.