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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Per Furmark
First Vice PresidentSenior Financial Advisor
Merrill Lynch
Wealth Management
We seek to deliver a comprehensive approach to managing wealth, assisting clients to discern and quantify their financial priorities while striving to ensure every strategy is properly grounded in the understanding of their financial or personal objectives.
Profile
Per Furmark and his colleagues seek to deliver a comprehensive approach to managing wealth, working with clients to discern and quantify their financial priorities while striving to ensure every strategy is properly grounded in the understanding of a client’s financial or personal objectives. Access to the thought leadership and investment insights of Merrill Lynch Wealth Management, the banking services of Bank of America, combined with the capabilities and experience of his colleagues, enable him to address the many diverse aspects of his clients’ financial lives. He is driven to deliver excellent service and support clients in the pursuit of their unique goals.
The approach to wealth management is consultative and holistic, exploring an investor’s complete financial situation, preferences and goals in advance of identifying strategies designed to support the pursuit of a client’s individual objectives. Discussions can cover a wide range of topics including retirement income, insurance protection, education finance, estate planning services, philanthropic strategies in addition to investments.
Prior to joining Merrill Lynch Wealth Management, Mr. Furmark spent his career working with sophisticated investors and their consultants in the private banking and institutional marketplaces while employed by investment managers Fidelity Investments Institutional Services, Franklin Templeton Institutional and Putnam Investments. Today he devotes his energies to serving individual clients and their families, as well as catering to the diverse needs of entrepreneurs and business professionals.
Mr. Furmark has been part of the financial services industry since 1986 and joined Merrill Lynch Wealth Management in 2013. Per Furmark is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Per lives in Rowayton, CT and is a graduate of Dartmouth College where he earned a B.A. in English.
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EDUCATION
Dartmouth College
Northfield Mount Hermon School
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stay on track
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Changes in your life
and to your goals
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 I can help you create a financial approach that reflects your personality. Only then can I 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.
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Transcript of Video
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.
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