Empowering Clients—it’s what we do

Money is like fire: used right, it brings security; but if you don’t know how to use it and grow it, anxiety and hardship can follow. Our disciplined approach to wealth management empowers our clients to confidently handle their financial assets so they add security, not stress. We’re honored to be the family advisory team for a select group of hard-working professionals, business owners and veterans. Many of our families have been with us for 20+ years! Our clients trust us to order and simplify their financial world, offer seasoned advice to complex problems and help them reach their goals—in short, they trust us with their fortunes and futures.

We begin by listening to your needs. We then chart a customized course for you that aligns your financial resources and decisions with your dreams. We use the right tools to effect strategies based on your needs.

As your trusted wealth advisory team, we serve as your:

Wealth strategy advisors. We help you get the prosperity outcomes you want for the goals that matter to you. We manage risk and identify funds for investment and cash flow.

Banking liaisons. We can help you access all kinds of capital at relatively low cost, set up bill pay and direct deposit and manage your frequent flyer miles.

Friends. Relationships are very important to us. When personal or financial life events happen, we are among the first people our clients call.

We offer each client boutique-level service and personalized, family-based advice. This is bolstered by 80+ years of combined financial and business experience and our access to some of the sharpest talent and most innovative research and intellectual capital available. Additionally, we’re supported by the investment insights of Merrill and the banking convenience of Bank of America.

We treat your investments with the same care a pension fund manager gives his portfolio. We strive daily to deliver exceptional service—and ultimately, results that grow your net worth.

Families just like yours have trusted Merrill with their financial futures for 100+ years. Our standard of care is second to none. Central to our focus on empowering our clients is Merrill’s goals-based planning process, an annual asset review and transparency around fees, risk and outcomes.

Would having your own dedicated Wealth Advisory team give you more confidence? We look forward to learning how we can serve you and empower you to move confidently toward your financial dreams. We’re bullish on the future—yours!