Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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What matters most to you – and what brings you here? Perhaps you have investments in different places and no clear strategy that connects them to your financial goals. Or maybe optimizing and organizing your financial life requires time you simply do not have.
At The Hirsch Stabile Group, we work closely with highly accomplished individuals and organizations who are as motivated as we are. And rather than categorize these ambitious clients by arbitrary guidelines – such as age or life stage – we view each of them as having specific financial, personal and emotional characteristics that dictate how we can serve their best interests.
As longtime proponents and practitioners of Goals-Based Wealth Management, we put each client at the center of a highly personalized and integrated financial strategy. This allows us to look forward with clients, to help them prepare for distinct opportunities and challenges (both likely and unlikely).
We also find it beneficial to serve fewer clients and continue to expand our team – and therefore, have the ability to deliver more value than they might have found elsewhere. Please use this website as a way to learn about us – and how we can assist you.
Overseeing approximately $1 Billion in client assets as of January 1st, 2018, our goal is to act as a steward of your wealth by creating and implementing creative strategies that grow assets responsibly in up markets, while providing improved downside capture during challenging markets, so that personally meaningful life goals are not compromised. Helping you to achieve your goals is the most important aspect of our relationship and regular interactions.
As such, asset allocations are methodically devised and driven by client goals, not by short term market conditions. We inherently believe in increasing risk exposure to assets we want to own for the very long term during market, sector, or company corrections. We believe the world is flat, and invest globally, tax efficiently, and systematically. For clients with low liquidity needs, we capitalize on illiquidity premium by allocating to private equity. We are data driven not emotion driven, and strive to educate and coach our clients on the benefits of doing so.
We remind clients, “What you’ve accomplished is a given. Where you go from here is how we can help.”
As goal-based financial advisors, we begin – not with investments – but with our Behavioral Discovery Process during which we ask questions, listen and learn about “life factors” that distinguish you from everyone else. We want to know about your experience with investing, your life, family and achievements. What are your “hot” issues and what’s been in the back of your mind for a while?
You have a unique personality, circumstances, and aspirations. Therefore, it’s appropriate that we develop a clear notion of what a fulfilling life means to you. We take no shortcuts to embracing your objectives – and crafting a smart, disciplined and defined strategy to help meet them. From there, we employ goal-focused benchmarks to measure your progress, keep you on track, and keep your goals within reach. As part of our systematic progress measurement, we provide clear updates on your progress to achieving your goals, both from an investment and planning perspective.
We also believe in providing a high level of transparency in terms of investing.
To help you enjoy meaningful, real-world outcomes, we will:
We are proud of how we serve clients – and even prouder of the clients we serve. The success of clients has spread them far and wide, to include extended families residing in the New York area and nationwide.
They include technology and media entrepreneurs, financial and other corporate executives, and attorneys. While diverse in profession and passion, clients can best be distinguished by their busy lifestyles and specialized needs:
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.
Senior Wealth Management Lending Officer NMLS # 642155
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.