The Riedl Group
At The Riedl Group, we have a proud story that continues to be told. It revolves around the relationships we enjoy and the results we achieve for clients in more than 15 states. Our “family focus” comes naturally as does the care we provide to generations of families and a new wave of clients they’ve referred to us.
As an established, multi-generational group – and one of the most tenured “father-son” teams at Merrill – our approach is distinctive. We expect you’ll find it is more comprehensive and meaningful than what you may have found elsewhere. Rather than limit the breadth and depth of our offering, we limit the number of clients we serve. This allows us to do more for each client. Whether we help someone plan for a comfortable retirement, fund a child’s education, or plan in advance for the sale of their company, we bring highly focused attention to clients who place a premium on sage advice and innovative solutions. Who do we serve? Successful, self-made men and women – business owners, physicians, dentists, tech and biotech founders at pre-IPO firms, senior corporate executives, and their families in New England and across the nation. With our ages aligning nicely with active and retired clients, we enjoy enduring relationships with those “young and older.” We find that sharing mutual interests and experiences with clients makes conversations comfortable and enjoyable, rather than a formality.
By asking questions and listening to both spouses (more than talking). Our goal? To appreciate who they are, who they care about, and how we can best serve their interests, whether straightforward or complex. We want to know if they want to pass along wealth (and values) to their children, support a worthy cause, or both? When do they plan to retire? What is a goal they find reasonable, and what is one thing they want, that they don't believe they can achieve?
In short, we work to understand a client's wants, needs, worries, and why they've come to us. And we get specific, asking about their tax situation, if they have an estate plan, a trust, or liability protection.
In addition to clients' goals, we look for "holes" in their financial pictures – areas that may have been ignored in a previous advisory relationship. We will ask about trusts, wills and other important provisions. This can prompt a worthwhile discussion about insulating wealth or, at minimum, a simple update of beneficiaries. To complement our efforts, we often coordinate with clients' CPAs and attorneys on tax minimization, pre-liquidity planning, exit planning and estate planning strategies.
When it comes to investments, we build each client's portfolio to aligns with their risk tolerance, liquidity needs, investment timeline and the goals we've discussed with them. Utilizing our firm's research for asset allocation, we may include a managed ETF strategy, individual equities or a long-term equity portfolio.
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.
