Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The mission of O’Connell, Chavez and Cole-Shaw is to serve as clients’ essential financial partner. Our objective is to make clients’ lives better by allowing them to focus on their demanding schedules with the assurance that their wealth is being managed efficiently and professionally.
O’Connell, Chavez and Cole-Shaw have developed and refined a goals-based wealth management process to help address clients’ financial problems with thoughtful advice and guidance. During discovery meetings we get to know each client and what matters most to them. We use our technology to run projections to see if the client is on track and create a roadmap to guide our strategies. Client data and projections are used to implement strategies that are appropriate for each client’s unique situation. We regularly verify that client investments are helping in the pursuit of their goals. Our goals-based wealth management process evolves as client situations change. We genuinely care and make it our priority to provide an extraordinary experience through quality service.
O’Connell, Chavez and Cole-Shaw manage the personal finances for a select group of individuals and families throughout the United States. Clients are often retirees or pre-retirees. Typically they are looking for a team of highly knowledgeable financial advisors they trust to manage their finances because they may not have the time, inclination or experience to do it themselves. The clients we work with are similar to us; they work hard and value what they have attained. They value a team that is heavily involved in their financial lives. We are encouraged to work with their attorneys and other professionals because clients understand that wealth management plans have many moving parts. We take the trust clients place in us very seriously and because of that trust our relationships go beyond finances.
With O’Connell, Chavez and Cole-Shaw it’s not about industry benchmarks — it’s about you and your goals.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
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.
July 16th, 2020|10:00 AM - 11:00 AM
In these unprecedented times, we hope you and your loved ones are safe and healthy. Given our continued focus on health and longevity, we cordially invite you to a webinar featuring keynote speaker Chris Johnson. Chris is an international speaker in optimizing good health and performance.
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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.
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
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.