Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
An engagement with our group means we will look at your wealth with a holistic approach, including your balance sheet, human capital, level of interests, aspirational accomplishments, where you want to go, and what kind of ride you want to get there. Whatever your goals are, they are yours. We want to help you make your goals become an enjoyable reality. We will help guide you through our process to develop quantifiable paths to your goals, and bring organization to the complex.
Our Commitment and Passion
The Slattery Hruby Group is committed to you. Beyond wealth and asset management, our goal is to help you make more informed decisions on a broader financial and personal scale. Our passion is helping you to pursue your passions. Individually and collectively, we bring a tailored talent to each of your circumstances. We strive to make clients' goals and missions possible. You will find that our team has:
We have decades of experience working with families. We are committed to helping clients pursue their needs, perspectives and goals.
In addition to advice and guidance, you have access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America. We can offer you strategies designed to help you pursue your unique financial goals.
We work with a small group of select client families and small businesses so that we can communicate frequently and be aware of what is going on in their lives and businesses. That way we can be ready to guide them in updating strategies as they experience change in their lives.
"As a team we believe in the power of close, personal relationships. We work with multiple generations across their financial lives. We are proud that clients remain with us for many years including their children and grandchildren can do the same. "
-Daniel Slattery, Senior Vice President, Wealth Management Advisor
Merrill's four-step client process starts the moment we begin to talk about your vision, dreams and goals. We discover who you are and where you want to go.
From the beginning, The Slattery Hruby Group seeks to understand your vision as clearly as you do. To help attain this, we meet with you and your family (if you choose) or your business. By intently listening, we develop an accurate picture of your current financial life. We ask questions, sometimes tough ones, to help you express and define where you see yourself, your family, and/or your business in the future. We work to understand your time horizon, risk tolerance, liquidity needs and goals.
Once your objectives are clear, we suggest a customized wealth management or business strategy to help you pursue them. Your strategy's goal will be to strike a balance between expected performance, risk management, wealth preservation and long-term goals. If you come to us with a portfolio, we'll evaluate your positions, weighing their performance and outlook against your defined goals. We're not looking to change everything: If some of your existing investments fit in your new strategy, and you are happy with them, we may recommend keeping them in place. We will also help identify other opportunities that are consistent with your strategy to help expand your financial horizons.
Once we have everything in place, our group will launch your strategy. We are able to recommend strategies from a variety of investment platforms, and we'll suggest the ones we feel are most appropriate for you. In addition, we can offer you independent proprietary portfolios through our resources at Merrill Lynch Wealth Management. With the knowledge of Merrill, we have a plethora of choices to help you manage and evaluate your strategies along the way.
We are then able to manage performance reviews that helps you track progress and maintain control over your finances. During this process, we also meet regularly with you to review progress. Our reviews are designed to reexamine your portfolio, and then make any necessary strategic adjustments along with any new goals or objectives you want to pursue. From there, we would meet with you regularly to review your progress. We are able to meet in person at our office, your home or any place where you feel comfortable. We also can be in contact with you via email, phone, mail, or over our secure Web viewer system, WebEx. We have many options to make sure we are easily accessible and at your convenience.
At The Slattery Hruby Group, our top priority is helping you and your family manage your diverse and changing financial life. We are experienced in working with families, many of whom own businesses and whose investments and assets may include securities, real and intellectual property, rights and licenses, or business equity stakes. We seek to assess your total financial picture and offer strategies to help you manage, evolve and refine it. What's more, these strategies are customized to your unique objectives. It's a goals-based approach to wealth management designed to encompass:
We consider where you want your resources to take you in life and work to calculate how much you need. Then we help you to develop strategies that target preservation as well as growth.
Careful Portfolio Review and Rebalancing
Our team reviews your portfolio, as well as other aspects of your overall financial structure. We can recommend adjustments that can help you to respond to market forces and take advantage of new opportunities. We can also guide you on making strategic shifts to bring your portfolio in line with your changing priorities.
Charitable Giving Strategies
We are dedicated to exploring benefits for you and the organizations that you wish to help. Helping others is extremely important to us and helping you in any way to better your cause is one of our utmost passions.
Estate Planning Services
Our group, along with the support of specialists from Merrill Lynch Wealth Management, can help you design an overall strategy to transfer your assets while taking family needs and philanthropic interests into consideration. We also provide a central point of contact and coordination when it comes time for holdings to be passed on.
Insurance and Risk Management
We can help you with life, disability and long-term care insurance to help your assets withstand the loss of a primary earner, or sudden or prolonged illness. We can also coordinate with other family members whom you empower to make decisions for you.
Dan Slattery and Steve Hruby, our financial advisors, can recommend asset allocations based on your objectives, liquidity needs, time horizon and tolerance for risk. We can also offer alternative investment strategies for certain qualified investors.
Retirement Income Planning Services
Our team can help you lay the foundation for a smooth transition to retirement. We'll look at your specific goals, such as location, lifestyle, income needs, health care costs and more. We can also recommend long-term portfolios designed to preserve and potentially grow your assets up to and through retirement.
Our team can help you develop strategies involving gifting and trusts to assist you in passing on your assets, in your lifetime, or as part of estate planning services.
By offering access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, The Slattery Hruby Group can help you coordinate many of your business financial needs with care and efficiency. Also, because so many business clients ask us to help them manage their personal wealth, we can gain a more complete understanding of how your business interests intersect with your individual needs and goals. Our strategies can help you with:
Through Bank of America, our team can offer access to financing strategies for business equipment and machinery, receivables, construction, real estate, intellectual property, rights and licenses, and acquisitions to help pursue your business goals and growth.
Our team offers a variety of investment strategies to help preserve your operating capital and cash reserves. We are able to help you find your risk tolerance and find those opportunities that work for you through periodic account tracking and rebalancing.
Advancement and Exploration into Markets
As entrepreneurs and business owners, you are constantly looking for new opportunities to grow, learn and explore. Our team is too. We are able to assist and expand with you as you find new markets and paths for your company. The Slattery Hruby Group can offer clients access to markets such as aircraft, viticulture and enology industries through the resources and specialists within Merrill, Bank of America banking services and Bank of America Private Bank that have experience in handling client needs in those areas. We are willing to take those steps with you as you explore into your new-found adventures.
When you are ready to exit your business, our group can offer you access to Merrill's Private Sales Referral Network. This group connects small- and lower-middle-market businesses with vetted boutique investment bankers who specialize in industry-specific mergers and acquisition.
Our team is also your one-stop connection to an extensive range of business banking services through the resources of Bank of America. We have years of experience helping businesses streamline their financial operations and help them find and use capital more effectively. Again, your passions are our passions.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018, 2019 & 2020
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Bank of America, N.A.
Wealth Management Banking Specialist
Learn about the MyMerrill Mobile App.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.