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Aguirre-Jankowski Group

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Aguirre-Jankowski Group

Wealth Management Group

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Merrill Lynch
Wealth Management

Wealth Management is similar in theory to flying a plane from New York to Los Angeles.  Most do not realize it is off course over 90% of the journey but it is the responsibility of the pilot to make the small but yet necessary course corrections to get you to where you need to be.
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Welcome

Wealth management is similar in theory to flying a plane from New York to Los Angeles.  Most do not realize it is off course over 90% of the journey but it is the responsibility of the pilot to make the small but yet necessary course corrections to get you to where you need to be.

If you are off course by a single degree, the incorrect trajectory will cause the pilot to land in the wrong place at the wrong time.  Like a pilot, it is our mandate as your financial advisory team to navigate your financial strategies to keep you headed in the right direction.  Over time, a few missed dollars or an unexpected change in income can turn into financial turbulence that could land you in the wrong place for any financial goal.  It is the commitment of the Aguirre-Jankowski Group to keep you on course.

No matter where you are headed, the Aguirre-Jankowski Group is your answer to complete wealth management.   We have made it our goal over the last two decades to utilize the best practices and strategies available so that every single client can feel confident in their future.  Every plan that we construct is specifically tailored to the needs of each client and is constantly evolving to account for all of life’s major events:

  • Private business sales and evaluations
  • When to take Social Security
  • Healthcare costs
  • Planning for retirement
  • Saving for a loved one’s education
  • Estate Planning (inclusive of future distribution and gifting programs)
  • Managing cash flow while minimizing tax obligations
  • Insurance planning
  • Credit and lending (personal and business)
Let the Aguirre-Jankowski Group act as your trusted advisor and provide you with unparalleled service, professionalism and confidence.  We will work to ensure that you safely continue your journey with the knowledge that your family and your future are taken care of.

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Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

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Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

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.

Focus On High-Net-Worth Individuals and Business Owners

We  offer clients a breadth of potential solutions, premier service and financial tools based on their unique circumstances.

No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

We'll also draw on our industry knowledge and experience to offer:
„„
  • Potential risk management strategies
  • „„Trust and estate planning services
  • „„Potential wealth management solutions
  • „„Access to Bank of America for your credit and banking needs

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Accolades

  • Christian Aguirre Named to 2016 Financial Times 401 Top Retirement Plan Advisers
  • Christian Aguirre Named to 2017 Financial Times 401 Top Retirement Plan Advisers
  • Christian Aguirre Named to 2018 Financial Times 401 Top Retirement Plan Advisers

  • Christian Aguirre Named to 2019 Forbes Best-In-State Wealth Advisors
  • Christian Aguirre Named to 2020 Forbes Best-In-State Wealth Advisors

 

  • Matthew Jankowski Named to 2017 Forbes Top Next Generation Wealth Advisors  
  • Matthew Jankowski Named to 2018 Forbes Top Next Generation Wealth Advisors 


*Source: Financial Times "Top 401 Retirement Advisers" list, September 2018. For more information about the selection criteria, go to http://details-he.re/qCbAvZ. The Financial Times "Top 401 Retirement Advisers" list is an independent listing produced by the Financial Times (September 2018). All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.

*Source: The On Wall Street's "Top 40 Advisors Under 40" list, January 2020. For more information about the selection criteria, go to http://details-he.re/o4tv1C. On Wall Street is a trademark of SourceMedia. 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.

*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.

  • Questions we often ask ourselves, that we will help you answer:

    What if I live longer than expected?
    What if I pass unexpectedly and leave my family behind unprepared?
    What if I become ill?
    What if I get sued?
    Where do I want my money to go and how will I protect it?
    How do I navigate healthcare in retirement?
    How do I manage my cash flow pre and post retirement?

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Christian A Aguirre

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

Financial Times –“Top 401 Retirement Plan Advisers” 2016 - 2018

Matthew Jankowski

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

Forbes “America’s Top Next-Generation Wealth Advisors”  2017 and 2018

Meet Our Group

Supported by the global resources of Merrill, our group 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.

Jennifer Calista

Jennifer Calista

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #535313

Christopher Caradec

Christopher Caradec

Trust Specialist

Bank of America, N.A.

Daniel B Rosenthal

Daniel B Rosenthal

Insurance Associate Specialist

Merrill Lynch

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
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
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.

      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.

      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.