Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
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The HP Group
Merrill Lynch
Wealth Management
We are a dedicated team of industry professionals whose focus is on assisting individuals and their families establish specific financial goals designed for the attainment and preservation of wealth with our 5x3x1 financial strategy.
The HP Group
Welcome
The HP Group is dedicated to assisting families in setting precise financial objectives to help build and preserve their wealth. We focus on developing targeted strategies to overcome potential financial challenges. Our family wealth management process is streamlined to address five goals and resolve three core issues through a unified wealth plan. Our mission is to offer comprehensive and impartial advice, coupled with exceptional service to a limited number of families.
HP Approach
Wealth Management Goals
1. The endowment of a long, comfortable and dignified retirement, with no compromises in lifestyle, and no real concern about ever running out of money.
2. The need/desire to intervene meaningfully in the financial lives of one's children during one's lifetime and/or in the form of legacies.
3.The ability to fund, in whole or in large part, the education of one's grandchildren.
4. The capability to provide quality care to one's parents in their later years.
5. The ability to make a meaningful legacy to a much-loved school, church, charity, or other institution.
Wealth Management Issues
1. Help Create and Preserve Wealth
2. Plan the Distribution of Wealth during Life
3. Plan the Distribution of Wealth at Death
Capabilities
Our financial planning process begins by getting to know you and understanding your goals. We can collaborate so the team can gain a comprehensive understanding of your goals, what you value most, including your risk tolerance, time horizon, and liquidity needs. One-on-one discovery meetings with you draw on the analytical skills and deep experience of the team to review your portfolio and objectives so that we can work closely together to create a personalized plan to help you pursue your goals.
"Wealth is not determined by investment performance, but by investor behavior."-Nick Murray
Our Group
Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.
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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