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Eckart Wealth Management Group
- phone
877.256.2302
- address
57 Hampton Road
Southampton, NY 11968
Merrill Lynch
Wealth Management
True experience is about lessons learned and insights garnered over time. The members of the Eckart Wealth Management Group bring this kind of well-seasoned skill set to clients. We have developed our abilities over decades, not years.
Eckart Wealth Management Group
We understand that your life evolves and that your financial strategies need to keep pace.
Goals change, family situations evolve or new commitments arise. We believe client relationships are about teamwork—we and Merrill Lynch Wealth Management's highly regarded resources work together to help you pursue your goals.
Every client is different. Some have a clear financial strategy and we will help them implement it. Sometimes our process requires looking far enough forward so that clients can plan for future generations. Or it could mean taking into account extraordinary income needed to pursue a passion or hobby in retirement. Our goal is to clearly understand your many financial needs. It's not just about money. It's about plans, hopes, dreams and goals.
Building effective strategies that reflect your individual needs.
The Eckart Wealth Management Group's philosophy is built on three basic tenets: Experience. In-depth strategies. Manage for risk. Our objective is to be a highly responsive source of financial guidance. In-depth conversations and an extensive, early review of individual financial circumstances yield a strong understanding of your needs, both financial and personal. We use this knowledge to help you preserve your wealth, offering you individualized strategies drawn from our carefully focused skills and wealth management process.
We believe in the team approach, for everyone who works with you. With your permission, we will work collaboratively with other professionals who are involved in your financial matters, such as accountants and estate attorneys, so that their work and ours may be effectively integrated. Our goal is for the many parts of a client's financial life to be working well together, helping to implement a seamless, flexible financial strategy.
Long-term goals should not be undermined by market volatility.
At Eckart Wealth Management Group, we favor disciplined, diversified and well thought-out financial strategies rather than following trends that go in and out of favor. We believe this allows clients to spend more time enjoying their wealth and less time worrying about short-term market conditions.
We apply our thoughtful approach to the strategies we create with you, striving for your optimal portfolio that blends growth and value, as well as global diversification. Working with Merrill Lynch Wealth Management's broad, deep platform, we can offer you a myriad of investment products and services designed to address your financial needs in accordance with your investment objectives, short- and long-term goals, risk tolerance, liquidity needs and time horizon.
We see our relationship with you as a call to duty.
Our connection with you is why we work so diligently to be responsive and insightful. We want the clients we work with to value the effort and diligence we demonstrate at each crucial point in the process—from understanding your financial needs, to portfolio construction, to helping create income in retirement.
Our commitment to clients:
Identify your needs through discovery and interviews
Develop appropriate wealth management strategies
Maintain regular contact
Provide insight and support in the many areas of your financial life
Maintain confidentiality of your personal information
Utilize the intellectual capital and resources of Merrill Lynch Wealth Management effectively
Devote time and diligence to developing and maintaining an effective financial strategy
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.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Diana Rooney
Wealth Management Banking Specialist
Merrill
Joan M Macri
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #429633
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
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.
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.
#DigitalMerrill
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.
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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.
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