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The Goodchild | Schlicht Group

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The Goodchild | Schlicht Group

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Merrill Lynch
Wealth Management


“Excellence is never an accident. It is always the result of high intention, sincere effort and intelligent execution; it represents the wise choice of many alternatives…”

—Aristotle
Why Our Team?


Navigating the financial aspects of life demands a multifaceted approach. It requires strategy, creative thinking and attention to detail. We take the time to understand what makes you unique and focus on what you value most. The result is a sense of well-being that comes with a thoughtfully designed plan.

Accolades

Chad was named to the Forbes "Best-in-State Wealth Advisors" list in 2019, 2020 and 2021.*

Jake was named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" list in 2018 and  Forbes "Best in State Next Generation Advisors" in 2019.**

Andrea & Chris have been recognized by the firm as being in the top 100 Client Associates in all of Merrill Lynch Wealth Management for 2018.***



*Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

**Source: Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" list, July 2018. For more information about the selection criteria, go to http://details-he.re/F7Z3tV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.
Source: Forbes "Best-in-State Next-Generation Wealth Advisors" list, September 4, 2019. For more information about the selection criteria, go to http://details-he.re/8ny9H7 . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

***The Top 100 Client Associates (CAs) Merrill Lynch internal Service Quality award is an annual program ranking FINRA-registered CA’s for overall client satisfaction, breadth of relationships, online delivery services and good standing with the firm.

What We Do


Many financial disciplines are intertwined, which is why our team takes a holistic view. We look at multiple aspects of your financial life—trust and estate strategies, debt reduction, life insurance, long-term care, tax strategies, retirement planning—in addition to your investments.

Achieving a goal often comes through a combination of steps. For example, restructuring your home financing may provide the funds needed to pay for college or shore up retirement.




*NMLS ID 590004

How We Do It


It all begins with getting to know you and what you'd like to accomplish (details matter). We then assess your current situation and determine what can be improved upon.

Once a plan is designed around what you value most, we work hard to keep you on track and help guide you through complex decisions.

The hallmark of a great collaboration is when it becomes essential. Many of our clients represent multiple generations of the same family. For them, they can't imagine life without a trusted advisor. We're not only a part of their lives—we're like family.

Recognition

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.

Chad W Goodchild

Forbes “Best-in-State Wealth Advisors”  2019, 2020 and 2021

Jacob W Schlicht

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2018

Meet the Team

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.

Your Financial Approach

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.

HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.


Periodic reviews to help you
stay on track

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.


    Monitoring 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.

    Wealth Management Your Way

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


      Merrill_Capabilities_Brochure.png  

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.