A Client-Centered Philosophy

Our philosophy centers on the client instead of the markets. We believe a sound strategy for wealth management incorporates every aspect of the client's life, which means success within our philosophy is measured by multiple benchmarks apart from the markets. 

One way we measure our performance is by looking at what the client has said they are trying to accomplish with their wealth and whether or not the plan we implement efficiently and effectively achieves those objectives on time and on target. 

We also measure success by looking at how well we integrate the client's plan into every aspect of their lives, e.g. estate, trust, insurance, banking, and investments. We succeed in this regard by communicating and partnering with their existing network of licensed professionals, which includes but is not limited to their attorneys, accountants, insurance specialists, and liquidity managers.

By benchmarking ourselves against every aspect of the client's life, we create a transparent system of accountability between the client and our practice.

*Banking products and services provided by Bank of America, N.A.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).