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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.
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.
Ramirez Wealth Management
Wealth Management GroupLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
Ramirez Wealth Management is a family integrated team serving clients nationwide. Fortified by professionalism and experience, we strive to create financial strategies designed to meet your household’s expectations, while helping to achieve your individual goals and aspirations. As a result of our highly personalized method for maintaining client relationships, we are proud to be recognized as a Forbes 2023 “Best-In-State Wealth Management Team.”
Ramirez Wealth Management
Welcome
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.
Our Process
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.
Our Focus
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.
Our Capabilities
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.
Meet the Team
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.
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.
Neal Rudnick
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #280349
Kevin Kissane
Wealth Management Banking Specialist
Merrill
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.
Articles
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.
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