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We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Slattery Hruby SHB Wealth Management Group
Merrill Lynch
Wealth Management
At Slattery Hruby SHB Wealth Management Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
Slattery Hruby SHB Wealth Management Group
Welcome to the SHB Group
We truly believe that the best financial approach is the one that helps you pursue your goals. We strive to provide financial confidence by delivering tailored objective advice designed to give our clients the confidence to pursue their own passion, dreams, and talents. We firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life. We offer every client financial confidence. We define financial confidence as a deeply rooted confidence that comes from feeling in control and knowing your wealth plan is built on a foundation of increasing self-knowledge and awareness. It is at this critical juncture – the intersection of proactive planning and financial confidence, that we believe our clients have the highest potential to realize their goals.
Philosophy
No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.
How we help clients
Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:
- The retirement lifestyle they envision
- Preparing for the cost of the best education possible for their children and grandchildren
- Wealth transfer to the next generation
- Establishment of their legacy through family foundations and philanthropy
- Diversifying business interests
- Potential solutions for managing concentrated equity holdings
Your approach to investing
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 potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
Our years of experience through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We’ll work with you to build a personalized investment approach that helps you pursue your goals – no matter the financial environment. We’ll take into account your objectives, time horizon and liquidity needs and, perhaps most important, your sensitivity to risk and investment personality.
Focus On High-Net-Worth Individuals and Families
We’re fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together; defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Daniel S Slattery
Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021, 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Slattery Hruby SHB Wealth Management Group
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
C Stephen Hruby
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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.
Joseph McCullough
Wealth Strategist
Merrill
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Clint W Weber
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
Megan Farani
Wealth Management Banking Specialist
Merrill
Upcoming Events
Protecting Your Wealth from Health Care Costs in Retirement
13321 California St , Suite 200, Omaha, NE 68154
November 9th, 2023|4:00 PM - 5:30 PM CST
Addresses planning for healthcare costs in retirement & the 2 key risks clients face.(1) What Medicare covers & the increasing out-of-pocket expenses that need to be included in their retirement income plan. (2) Financial impact of a long-term healthcare event & the types of LTC insurance available
- Snacks
- Beverages
- Wi-Fi Available
For more information: 402.496.5162 or amanda.braun2@ml.com
Past Events
Wealth Transfer Planning
13321 California St, Suite 200, Omaha, NE 68154
January 18th, 2023|4:00 PM - 5:30 PM CST
Estate planning seminar for clients and prospects that explains wealth transfer opportunities. Covers formula federal transfer taxes, formula clauses, tax minimization techniques.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
- Snacks
- Beverages
- Wi-Fi Available
Taking Control of Your Retirement
13321 California St, Suite 200, Omaha, NE 68137
April 19th, 2023|4:00 PM - 5:30 PM CST
The Taking Control of Your retirement seminar discusses retirement today, the burden of retirement income along with longevity risk, inflation risk, sequence of return risk, and how an annuity may be an appropriate solution to fund an retirement income gap.
- Snacks
- Beverages
- Wi-Fi Available
CIO Market Outlook 2023 Back To The (New) Future
13321 California St, Suite 200, Omaha, NE 68154
March 23rd, 2023|4:00 PM - 5:30 PM CST
Help you prepare for this changing market environment and plan for the year ahead, the seminar 'Market Outlook 2023: Back to the (new) future,' shares the latest insights and thoughts from the Chief Investment Office.
- Snacks
- Beverages
- Wi-Fi Available
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
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.
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.
#DigitalMerrill
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
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.
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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.
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.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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