Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The Clarke Group helps individuals and families articulate their personal and financial goals and creates strategies to achieve them.
As James points out, “We help our clients organize their financial lives so they can focus on what matters most to them. They deserve to spend time on their personal and business priorities knowing that we’ve implemented thoughtful long-term plans for them.”
The Clarke Group conducts a thorough analysis of each client’s financial situation and explores with them their objectives for the future.
“We want to make sure we’ve gathered all the relevant information from clients before providing advice or making recommendations,” Britta says. “The customized guidance we offer is based on the unique circumstances of each client.”
Our clients are retired executives, entrepreneurs with significant equity positions, attorneys, ultra-high net worth families, and family offices. For clients with investment entities residing abroad, James maintains international advisory experience for select jurisdictions.
We believe clear communication with client families is critical and encourage involving both spouses and grown children in the process. Our clients deserve a superior level of advice and attention, and they expect transparency and accountability. These principles serve as the foundation of the enduring partnerships we’ve built. That’s why we take a holistic approach with the aim of building client relationships around people, not portfolios.
Our goals-based approach utilizes the global resources at Bank of America Merrill Lynch to deliver a comprehensive wealth management strategy customized to your specific needs. We believe the best financial strategy is the one that helps you pursue your goals. That's why, right from the beginning, we talk about your aspirations and passions and encourage you to share with us concerns and questions you might have. By gaining a deeper understanding of your goals and how you think and feel about investing, we will develop the financial strategy tailored just for you.
Teamwork is important to us. We work together with your CPAs and attorneys to align tax minimization and estate planning strategies.
Our process is designed to deliver a personalized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. We provide access to the full array of banking and lending solutions through Bank of America while also serving as a highly specialized private wealth management firm. We help clients manage all aspects of their financial lives such as portfolio management, retirement savings, life and health insurance, trust and estate solutions, philanthropic endeavors, etc. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation. Transparency and accountability are of the highest importance to us - we will provide you with a clear and complete picture of your financial life and keep you updated through regular reviews and check-ins. We also recognize that your circumstances will change over time as your life evolves. We will make updates to your customized financial strategies so you can stay on your path towards achieving your long-term goals.
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.
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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.