Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Our wealth management philosophy places you, the client, front and center. Through our collaborative approach, we work with you to design a customized financial strategy to help you pursue what is most important to you.
The process starts with getting to know you. Only when we understand what matters most to you can we help create a financial strategy that truly reflects your personal desires and goals. This allows us to build a plan around your life priorities and provide ongoing advice to navigate through market fluctuations and changes in your life.
It is our mission to help clients identify and reach their goals at every stage of their lives – from the birth of a child to sending children to college, from attaining adequate healthcare coverage during retirement to leaving the legacy they desire. Our clients count on us to help them pursue their financial and life goals, including:
Living the retirement lifestyle they envision
Making the most of their compensation & benefits
Managing their concentrated equity holdings
Diversifying business interests
Transferring wealth to the next generation
Preparing for the cost of education for their children and grandchildren
Establishing their legacy through family foundations and philanthropy
We understand the challenges that corporate executives face in their financial lives, and we can help develop a customized wealth management strategy tailored to your individual situation. As a successful corporate executive, you are often time-constrained and need to balance multiple professional and personal goals. We can help you prioritize your goals and take the necessary steps to help you actively pursue them.
While unique, your needs as a corporate executive might include:
Reducing the risk of a concentrated stock position
Navigating and complying with SEC rules
Developing a long-term financial strategy
Gaining easier access to cash, even though your cash flow may be uneven throughout the year
Working with you in a time-sensitive manner, knowing that you are extremely busy and your career is a priority
We measure success against helping you reach your goals, not the performance of the market. By understanding your unique priorities and financial situation, we can help you plan for the retirement you’ve envisioned — it’s about preparing and keeping your finances in line. We are committed to helping you pursue a successful retirement that is an extension of your life today.
We start by listening and learning about your vision for retirement. Through meaningful conversations, we get to know what matters to you and use that understanding to develop a customized retirement strategy that takes your unique retirement goals and entire financial picture into account. As you plan for and transition into retirement, your needs might include:
Managing healthcare expenses, now and in the future
Upsizing, downsizing, remodeling or buying a vacation home
Taking care of your family and other loved ones
Spending your free time in meaningful ways
Maximizing retirement compensation and Social Security benefits
Working in retirement, or selling or starting a business
Giving back through volunteering, mentoring, and giving to charities
We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. We work to integrate all areas of your financial life, and we make it clear from the beginning what you’re paying for and what you’re getting. We are committed to helping you every step of the way, and we believe you should be an informed and active participant in your wealth management.
Our process is designed to deliver a 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 Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. As your life and the markets change, we will meet periodically to make sure you are on track in pursuing your goals and to adjust your strategy as needed for the journey ahead. We also provide guidance designed to help you weather market ups and downs and alert you to potential opportunities.
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.
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.