Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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Our mission is to understand you and your priorities. Ramirez Wealth Management is a family team with over 60 years of combined experience in wealth management. We strive to treat our clients as we treat our family. Meaning that any financial goals that you aim to accomplish, we will be there every step of the way as a guiding hand. We make it our initiative to engage each client in comprehensive discussions to fully understand their individual needs and aspirations. With our Wealth Management Approach we will help you design, implement and develop a personalized strategy that works for you; a strategy that may enable you and your family to pursue your financial goals while managing investment risk. Our objective is to transform your goals and dreams into reality with a structured financial strategy.
Ramirez Wealth Management is client oriented. We start by asking:
Where are you today?
Where would you like to be tomorrow?
What do you want to accomplish along the way?
We believe that you and your situation are the best starting points from which to help plan your financial future. By understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
We live in a fast paced world that is constantly evolving. Markets are volatile, regulations are amended, and potential investment opportunities can arise daily at the snap of your fingers; It is almost the same as how events emerge and change in everyday life. Ramirez Wealth Management takes all of these factors into account: your life priorities, investment personality and financial situation. This allows for us to help create an actionable strategy with personalized advice and measurable goals. No two investors are alike and the same theory applies for wealth strategies and our clients. We take this into account and will assist in structuring your portfolio and investments accordingly. Our Team will be with you every step of the way, helping you track your progress to your goals and adjust accordingly for any circumstance in the future.
Proficiency in this industry takes years to achieve; experience takes decades. We'll work with you to build a portfolio strategy that helps you pursue your goals. We have experienced and worked through the challenges the market has presented in both the good and the bad years. However, it is persevering through these times that allowed our group to hone our investment approach to be able to serve our clientele regardless of market conditions or state of the economy. No matter the financial environment we will work with you to build a portfolio strategy that helps you pursue your goals and objectives.
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.
Wealth Management Banking Specialist
Merrill
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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.
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.
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.
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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.
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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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