Our Philosophy

We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

Capabilities

One of our major advantages is being able to provide you with access to a Wealth Management Lending Officer from Bank of America, N.A., who can review and help with your home lending needs.

Impact Investing

We support clients who believe that their investments should be consistent with the causes, issues and beliefs that are important to them. We take the time to meet with you, listen to your preferences and not only discuss companies and institutions which we've researched as being reflective of your beliefs, but we can also help you eliminate firms currently in your portfolio whose practices may run counter to your position on the environment, the manufacture of weapons, and other “hot-button” issues that are meaningful to you. We can help you develop an impact investing strategy that is focused on helping you pursue your financial goals.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Retirement Plans

Our goal is to make it easy for your employees to make the most of the benefits you provide to them and to support the important role you play in their financial wellness. Through personal, in-depth engagement with your company’s retirement plan, we can build a lifetime connection to you and your plan participants as we work together towards the goal of better retirement plan outcomes and brighter financial futures.

As your advisors, we stand ready to work with you in drawing on the full resources of Merrill Lynch Wealth Management to assist you in helping fulfill your fiduciary responsibilities.

Community

The MacDermott Group believes strongly in giving back and being active in the community.

Ian MacDermott served as President of the Farnum Center and Board Member for over 25 years, a non-profit organization founded by his grandfather in 1981 that provides care and support to adults seeking recovery from alcohol and other drugs. Ian is also a frequent participant in the Closer to Free Century ride, which supports patient care and research at Smilow Cancer Hospital and Yale Cancer Center. Ian is a past president at Manchester Country Club and past chairman of the investment committee for the Daniel Webster Council of the Boy Scouts.