Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Like many clients it serves, The Barth Group strives to build a reputation for its professional demeanor and heritage of accomplishments. Its highly credentialed team members have worked together for years, and are committed to delivering an exceptional measure of proactive wealth management to a multigenerational clientele.
The Barth Group brings a family focus to active and retired business owners, corporate executives, non-profit organizations, traditional and non-traditional families – in New Jersey and throughout the nation. Many clients have been referred by others who call upon the group to help align wealth transfer strategies.
"We believe in the value of personal attention," says Bruce Barth, who has been with Merrill Lynch for 42 years. "Our client associates have more than 70 years of combined experience and strive to consistently provide the outstanding service we believe clients expect and deserve."
Using BofA Merrill Lynch Global Research, model portfolios, and your outside tax professionals, the team's passive and active management aims for diversification, cost and tax efficiencies.
"The clients we serve often enjoy a positive cash flow with plenty of money for savings – but they lack a disciplined investment strategy. Our goals-based approach encourages clients to identify concerns and aspirations. And we dig deep. Using the firm's advanced technology – and sometimes, just a pad and paper – we've had more kitchen table meetings with clients, spouses and families than I can possibly count," Jim Cole points out.
"Rather than focus on returns, we focus on clients' goals," Bruce says. "Spouses may disagree, which is why we facilitate conversations on retirement, how much money to leave the kids, and Social Security strategies. We also recommend that clients take only enough risk to help them pursue their desired lifestyles. As we develop personal relationships with clients, it's not only our professional but personal interest to help them pursue positive outcomes."
With more than 140 years of combined experience offered by our team of financial advisors and client associates, The Barth Group seeks to be your trusted advisor in helping you pursue your financial goals. We know you and will be here for you. We work with you to understand your financial objectives, and we will suggest carefully researched strategies. Our goal is to help make your financial life simpler.The best roads are built with a destination in mind. By helping you establish goals and define your financial objectives, we're better able to offer the individualized strategies designed to help you pursue them.
Wealth management is a process that can take many different twists and turns. It is not a single transaction, or even a series of transactions. The cornerstone of our approach is to help define your life’s goals and what is most important to you. Our belief as advisors is not only to provide financial services, but also to gauge the important changes happening to you and your family. It’s our goal to be there with compassion and strength during difficult times as well as the prosperous ones.
Merrill Lynch is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” 2014-2018
Barron’s America’s Top 1,000 Financial Advisors:State-by-State 2011, 2013
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.