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Malone & Rosetti Wealth Management
- phone
570.330.8773
- address
417 Lackawanna Avenue
Scranton, PA 18503
Merrill Lynch
Wealth Management
At Malone and Rosetti Wealth Management we work with families to create a disciplined financial strategy and a structured investment process with the goal of preserving and building wealth while educating future generations.
Malone & Rosetti Wealth Management
Welcome
At Malone and Rosetti Wealth Management our mission is to understand you and what matters most to you. We take the time to understand where you are today and where you want to be in the future. We help you design and implement a customized wealth management plan that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Wealth management based on your goals. Focused on you.
On the surface, it seems rather simple — manage investments and resources in pursuit of a goal. However, if you're like most of the clients we serve, you have an array of goals. Often these goals are complex and may be competing for resources and require the expertise of a number of specialists. We work with our extensive team of Merrill specialists to help deliver you the expertise and guidance for your goals.
Using a goals-based wealth management strategy we look to tie together your entire financial outlook: income, expenses, investments, debt, business interest, real property etc.
We start by:
•Analyzing your current income, expenses, and investment holdings
•Considering your objectives for each area of your financial life—family, business, retirement and wealth transfer
•Estimating the potential impact of taxes, inflation and market upheavals on your portfolio
Our intent is to give you a clear picture of your financial life and to develop a strategy to help you achieve your goals.
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.”).
Investments
We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.
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.
Kevin Jones
Wealth Management Banking Specialist
Merrill
Danika Wukich
Alternative Investments Regional Specialist
Bank of America, N.A.
Brenda Dolan
Wealth Strategist
Merrill
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.
Articles
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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