The Lvovsky Baker Freed Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Proud to serve an impressive clientele and the manner in which they're served, The Lvovsky Baker Group assists accomplished individuals whose careers and busy lifestyles leave little time to manage their wealth. Among longtime and recently referred clients are successful executives and business owners, physicians, dentists, "retirees" launching their next venture, and generations of client families.
"Superior wealth management demands that we fully appreciate clients, stay in touch, and stay on top of the opportunities and challenges they face. There are no shortcuts to helping clients pursue what matters most. Our strategies may be sophisticated, but we put tremendous effort into simplifying clients' financial lives," Steve Lvovsky explains.
A hallmark of The Lvovsky Baker Group is its collaborative, forward-looking approach to satisfying clients' goals. For example, Steve Lvovsky and Ryan Baker may blend their own insights with those of clients' CPAs and attorneys – and Bank of America Private Bank specialists – into a defined strategy that accounts for tax minimization and estate planning considerations. And because effective liability management is critical to clients' financial wellbeing, access is offered to Bank of America, N.A. for residential and securities-based lending.
With wealth preservation and "retirement readiness" both primary concerns for clients, Steve and Ryan begin the investment process with an assessment of where a client stands on their path toward a desired outcome. With goals identified and prioritized, a tailored, risk-managed portfolio will likely contain multiple asset classes to minimize volatility, including income-generating investments such as dividend-paying equities and laddered bonds.
"Clients may want to sustain a lifestyle in retirement, leave a heartfelt legacy to their children and grandchildren, or know that their spouse will be okay after they're gone. Being trusted advisors means the world to us," Ryan points out. "It's gratifying to not only enhance clients' wealth, but enrich their lives."
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
