The Wagner Sheffer Group
"Many times, what a person needs is not a brilliant mind that speaks, but a patient heart that listens." - F. Scott Fitzgerald
Our purpose is to take care of those who value their time and understand that it’s about more than money, it’s about life. We are passionate about helping people make wise decisions with their time and money so that they have more of both. Our process is designed to support better decisions and better outcomes. We listen to develop an understanding and appreciation for your past, your present, and your future, incorporating all that is important to you before designing a wealth management strategy. Changes in your life, goals, preferences, liquidity needs, and comfort with risk are thoroughly addressed and documented. You are kept informed of your progress through real-time access to your accounts and regularly scheduled discussions.
It's about more than your money, it's about your life. Who is listening to you?
"Many times, what a person needs is not a brilliant mind that speaks, but a patient heart that listens." - F. Scott Fitzgerald
Our purpose is to take care of those who value their time and understand that it's about more than money, it's about life. We are passionate about helping people make wise decisions with their time and money so that they have more of both. Our process is designed to support better decisions and better outcomes. We listen to develop an understanding and appreciation for your past, your present, and your future, incorporating all that is important to you before designing a wealth management strategy. Changes in your life, goals, preferences, liquidity needs, and comfort with risk are thoroughly addressed and documented. You are kept informed of your progress through real-time access to your accounts and regularly scheduled discussions.
It's about more than your money, it's about your life. Who is listening to you?
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
