Petrie Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
How We Work: Our Goals-Based Wealth Management Process
- Assess Your Situation
- Clearly Articulate Your Needs & Goals
- Define & Refine Appropriate Strategy
- Implement Customized Recommendations & Strategies
- Review Progress To Goals & Needs
What We Do: Create, Build, Preserve and Distribute Wealth
- Manage Investments & Cash Flow
- Control Liabilities
- Asset Allocation & Diversification Management
- Tax Exposure Minimization
- Insurance Coordination: Life, Disability, Long-Term Care
Liability
- Retirement Asset Distribution
- Estate & Trust Planning Coordination
Among the clients served are: Members of the Medical, Legal and Academic/University Communities; Successful Business Owners; Successful Executives & Salespeople.
For those with portfolios of a half a million or greater, we welcome the opportunity to explore how we may be able to assist you.
Simplify Your Life – Enjoy Today, Plan For Tomorrow – Be Disciplined
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
