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Maxson Huang Holmes Group

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Merrill lynch

Maxson Huang Holmes Group

Wealth Management

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Merrill Lynch
Wealth Management

The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.

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WELCOME

At The Maxson-Huang-Holmes Wealth Management Group, we enjoy a proud tradition – of cultivating collaborative and trusted relationships with clients whose values we often share. Since 1987 the Maxson-Huang-Holmes group has been serving our clients from our home office located in Dearborn Michigan.

From first-generation Americans to generations of families residing in the Metro Detroit area and 25 other states, our clients have accumulated assets that reflect their hard work and perseverance. But that’s where similarities end. As our client, you’ve taken your own path to success – and have distinct concerns and ambitions. That’s why it’s incumbent on us to develop a clear notion of your accomplishments, passions, and attitude toward wealth.

Inherent in everything we do is our oath to be completely honest with you, at all times. If what you envision is not likely attainable, we will certainly tell you. Conversely, if your goals are quite easily within reach, we will outline what you can likely afford going forward – as long as you follow a carefully prescribed financial strategy. We believe that many clients have become our close friends as a result of mutual respect and the trust they place in us.

How do we learn? By listening to our firm’s thought leaders and especially, to you, our client. In fact, we don’t assume anything about you. We listen closely to what you say (and often, don’t say). Our goal is to deliver wise financial guidance that is responsive and responsible. Anything less is less than you deserve.

While we begin with in-depth planning-related discussions, we will continue to ask questions – to explore how your situation and aspirations change. Our team takes seriously your financial and emotional wellness – as if we were serving our own families. We welcome the opportunity to assist you with the same measure of care and consideration.

WHAT CLIENTS CAN EXPECT

At The Maxson-Huang-Holmes Wealth Management Group, we take pride in structuring practical, tactical and timely strategies that blend our deep knowledge with that of global Merrill thought leadership and local resources.

As our client, you will receive a degree of acumen and attention that may surprise you. Unlike many advisory groups – perhaps, your previous one – we don’t offer “cookie-cutter” financial strategies because we don’t have “cookie-cutter” clients. For this reason, we:

  • Select investments that reflect our assessment of you, along with your stated short- and long-term objectives, risk tolerance, liquidity needs, and investment timeline. We incorporate these and other considerations into an overall wealth management strategy.

  • Look at “holes” in your financial picture. Perhaps long-term care, life, key man, or other forms of insurance can help safeguard your wealth. In some cases, updating your beneficiaries is all that’s needed.

  • Communicate clearly and honestly. We have long pushed for other advisors to be more straightforward with clients and use simple explanations. Many of our clients are fascinated with the details of their strategies and we’re happy to explain how we think, what they own and why. For all clients, we recognize their time constraints and confidence in our ability to manage the intricacies of complex financial issues.

  • Help you understand your retirement spending needs, before you retire – dividing likely expenditures into needs (food, property taxes, health care, etc.) and wants (dining, traveling, gifting, etc.). When it comes to investments, we may use “endowment investment theory” to help you secure a predictable income stream through retirement with a risk-managed portfolio diversified across asset classes.

  • Can coordinate with your CPA and attorney to align our efforts when building a tax-minimization and estate planning strategy.

  • Provide access to residential, commercial and securities-based lending by connecting you with specialists at Bank of America, N.A.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

WHAT CLIENTS CAN EXPECT

At The Maxson-Huang Wealth Management Group, we take pride in structuring practical, tactical and timely strategies that blend our deep knowledge with that of global Merrill thought leadership and local resources.
 
As our client, you will receive a degree of acumen and attention that may surprise you. Unlike many advisory groups – perhaps, your previous one – we don’t offer “cookie-cutter” financial strategies because we don’t have “cookie-cutter” clients. For this reason, we:

• Select investments that reflect our assessment of you, along with your stated short- and long-term objectives, risk tolerance, liquidity needs, and investment timeline. We incorporate these and other considerations into an overall wealth management strategy.

• Look at “holes” in your financial picture. Perhaps long-term care, life, key man, or other forms of insurance can help safeguard your wealth. In some cases, updating your beneficiaries is all that’s needed.

• Communicate clearly and honestly. We have long pushed for other advisors to be more straightforward with clients and use simple explanations. Many of our clients are fascinated with the details of their strategies and we’re happy to explain how we think, what they own and why. For all clients, we recognize their time constraints and confidence in our ability to manage the intricacies of complex financial issues.

• Help you understand your retirement spending needs, before you retire – dividing likely expenditures into needs (food, property taxes, health care, etc.) and wants (dining, traveling, gifting, etc.). When it comes to investments, we may use “endowment investment theory” to help you secure a predictable income stream through retirement with a risk-managed portfolio diversified across asset classes.

• Can coordinate with your CPA and attorney to align our efforts when building a tax-minimization and estate planning strategy.

• Provide access to residential, commercial and securities-based lending by connecting you with specialists at Bank of America, N.A.

Capabilities

Our  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Brian K Maxson

Forbes “Best-in-State Wealth Advisors”  2019,2020

Meet 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.

Additional Resources

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.

Jeffrey Hyman

Jeffrey Hyman

UHNW Insurance Specialist

Merrill Lynch

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Merrill Lynch

Andrew Stamper

Andrew Stamper

Trust Specialist

Bank of America, N.A.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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 it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      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.


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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.