Bridge to a more bullish future?

In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

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Merrill lynch

Aguirre-Jankowski Group

Wealth Management Group
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Merrill Lynch
Wealth Management



Important video disclosures


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. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

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Approach

Every relationship begins 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.

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 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

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies 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 customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • 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
The team’s industry knowledge and experience helps them provide you with:
  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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Accolades

  • Team Named to 2023 and 2024 Forbes Best-In-State Wealth Management Teams (Published annually in January.  Rankings based on data as of Mar 31st of prior year.)
  • Christian Aguirre Named to 2016 Financial Times 401 Top Retirement Plan Advisers (Published on September 15 2016. Rankings based on data as of Dec 31, 2015.)
  • Christian Aguirre Named to 2017 Financial Times 401 Top Retirement Plan Advisers (Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)
  • Christian Aguirre Named to 2018 Financial Times 401 Top Retirement Plan Advisers (Published on September 27, 2018. Rankings based on data as of Dec 31, 2017)
  • Christian Aguirre Named to 2019 Forbes Best-In-State Wealth Advisors (Published on February 20, 2020. Rankings based on data as of June 30, 2018.)
  • Christian Aguirre Named to 2020 Forbes Best-In-State Wealth Advisors (Published on January 16, 2020. Rankings based on data as of June 30, 2019.)
  • Christian Aguirre Named to 2021 Forbes Best-In-State Wealth Advisors (Published on February 11, 2021. Rankings based on data as of June 30, 2020.)
  • Christian Aguirre Named to 2022 Forbes Best-In-State Wealth Advisors (Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
  • Christian Aguirre Named to 2023 Forbes Best-In-State Wealth Advisors (Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
  • Matthew Jankowski Named to 2017 Forbes Top Next Generation Wealth Advisors (Published on July 25, 2017. Rankings based on data as of March 31, 2017.)
  • Matthew Jankowski Named to 2018 Forbes Top Next Generation Wealth Advisors (Published on July 25, 2018. Rankings based on data as of March 31, 2018.)

 

  • 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?

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

Welcome to Our Website

Merrill Personal Wealth Analysis® can help us build and document your personalized plan, centered on your goals and focused on what you want to achieve.

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.

Christian A Aguirre

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Financial Times "401 Top Retirement Advisers" to 2016, 2017, 2018, and 2020
Published annually May - Oct. Rankings based on data as of Dec 31 of prior year.

Forbes "Best-in-State Wealth Advisors" 2019, 2020, 2021, 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Matthew Jankowski

Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Best-in-State Next-Generation Wealth Advisors 2019
Published on September 4, 2019. Rankings based on data as of March 31, 2019.

Forbes "Top Next-Generation Wealth Advisors" 2017 and 2018
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.

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.

Steven Knast

Wealth Management Banking Specialist

Merrill

John Grady

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #404654

Christopher Caradec

Wealth Strategies Advisor

Bank of America, N.A.

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.

      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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      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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.