Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The Barth Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Barth Group was named Forbes "Best-In-State Wealth Management Teams" 2023 (Published on January 12, 2023. Rankings based on data as of March 31st, 2022.)
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 for 50 years. "Our client associates have more than 90 years of combined experience and strive to consistently provide the outstanding service we believe clients expect and deserve."
Using BofA 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."
*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.
With more than 180 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 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.
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
Wealth Strategist
Merrill
Retirement Specialist
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.
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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 Advisor®
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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