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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.
The Windsor Group
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Merrill Lynch
Wealth Management
The Windsor Group helps clients organize and streamline their financial lives, propelling them from where they are, to where they want to be. Skilled planners, we design a singular path for each client that reflects his or her unique goals, needs, and long-term aspirations.
The Windsor Group
Welcome
Headquartered in Paramus, New Jersey, we are a Merrill Lynch Wealth Management team committed to providing an exceptional level of care and responsiveness. Our client focus testifies to our interest in helping you achieve the life you envision. Our willingness to listen and to understand your personal concerns and goals enables us to develop a detailed plan designed to relieve stress, increase clarity, and achieve the long-term vision for your life and legacy.
Drawing on our multiple industry designations and decades of experience, our team employs a time-tested process. More importantly, we are engaged and enthusiastic problem-solvers, helping you grow, preserve, and transfer your wealth more effectively.
A Planning-Based Approach
A three-member team, we have the depth and complementary skillsets to tackle a range of needs and priorities. Our financial advisors hold a number of industry designations:
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CFP®, CERTIFIED FINANCIAL PLANNER™ professional
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CIMA®, Certified Investment Management Analyst®
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CPWA®, Certified Private Wealth Advisor®
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CRPC, Chartered Retirement Planning Counselor
A Single Source for Diverse Needs
We work with clients from diverse paths: business owners, executives, multi-generational families, retirees, and businesses. Whatever their background or circumstances, clients share the same primary concern, which is ensuring they maintain the proper track to reach their goals.
Our goal as a team is to help you tune out the noise and distractions of fads and headlines, and focus on integrated strategies for capital preservation, disciplined growth, and effective wealth transfer. Harnessing the renowned research and technology at our disposal, we help you develop a roadmap that reflects your unique circumstances and aspirations. We believe strongly in the value of diversification, rebalancing, down-side risk mitigation and detailed wealth planning as key components of your customized strategy. We also work in conjunction with your attorney and accountant, promoting clear communication and reliable leadership. The result is a thoughtful wealth framework flexible enough to weather diverse market conditions but tailored to your individual preferences, values, and risk tolerance.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Driven to Serve
Service is a fundamental pillar of our practice. If you have a question or need, we want to be your first phone call, for matters large or small. We are relentless in our efforts to dispel complexity, promote simplicity, and resolve uncertainty.
We know that your priorities evolve and change. We are eager to stay apprised of changes in your life, personal or professional, so we can better serve your needs. Through periodic reviews and face-to-face meetings, we will develop and refine a workable plan for pursuing your goals more effectively, whatever the market condition, fiscal environment, or life event.
We are honored that client referrals constitute the majority of our new relationships and work hard to validate that trust every day.
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.
Ryan K Duffy
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Matthew J DiBetta
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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.
Shital Panchal
Wealth Management Banking Specialist
Merrill
Michael L Gaeta
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #431927
Tricia Kropp
Wealth Strategist
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.
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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.
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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