The Kuhn Group

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The Kuhn Group

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Merrill Lynch
Wealth Management
With over 100 years of combined experience, The Kuhn Group provides excellent wealth management services to clients with a variety of needs. Utilizing a Goals-Based approach to wealth management, we go beyond investments to identify life priorities, build lasting relationships and create personalized strategies for our clients. 

The Kuhn Group

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Welcome

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy 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.

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Philosophy

As much as the market changes, so does the lives of our clients. We understand each individual has a unique situation and thus specific needs, goals and preferences that need to be addressed.

Our investment philosophy keeps this fact front of mind to ensure a client’s Asset Allocation is always reflective their current circumstances, goals, feelings and family dynamics. This is not a static process, but is in fact an ever-evolving, ongoing process which includes 1) rebalancing when the market drives styles and sectors out of balance, and 2) re-allocating when the client's situation, goals, feelings, or family dynamics change. Asset Allocation is responsible for greater than 90% of an investor’s portfolio returns, and we believe asset allocation management is the most appropriate approach to proper Behavioral Investment Management.

Our clients feel confident in knowing they have a plan in place to help achieve what is most important to them, their life proprieties. This plan gives them security, knowing all they have to do is stay the course and we will help take care of the rest.

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Investment Strategy

Our goals based approach to wealth management puts the investor at the center of the wealth management process. We want to identify and prioritize which goals matter most to you. Whether that's buying your dream home, paying for college, managing future health care expenses, or preparing to pass on your wealth to the next generation, we start by listening and learning more about you.

 

Using the Merrill Lynch Investment Personality Assessment is just one way we are able to gain a deeper understanding of your investing preferences. This enables us to help you design, implement and monitor a personalized wealth management strategy tailored to pursuing your personal financial goals.

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Abilities

Leveraging the individual strengths of our team, we are able to serve clients with needs that range from retirement and estate planning services, to portfolio and risk management. Additional products we offer include Cash Management Account (CMA), alternative investments and mutual funds, as well as Bank of American checking and savings amounts, and credit cards. The investment insights of Merrill Lynch combined with the banking convenience of Bank of America enable us to help you simplify your financial life. We want to be the financial resource that you can come to when you have any questions or concerns.




*Banking products such as checking accounts and certificates of deposit are FDIC insured to the maximum allowed by law and are offered through Bank of America, N.A., Member FDIC.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Life Priorities

No matter what stage of life you are in, we can work together on a wealth management plan for the future. Understanding your life priorities and values is critical step in building your personalized wealth management strategy. Together, we will explore your life priorities.

 

•Health: Managing healthcare expenses, now and in the future

•Home: Upsizing, downsizing, remodeling or buying a vacation home

•Family: Taking care of those closest to you

•Leisure: Spending your free time in ways meaningful to you

•Giving: Volunteering, mentoring others and giving to charities

•Work: Working in retirement, selling or starting a business

•Finance: Bringing it all together and defining your financial goals



This conversation works to narrow down what matters to you, so your plan can be customized around your life priorities. Identifying and discussing these life priorities will continue to be a central part of our regular conversations.

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.

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

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 strategy, our goal is to help you stay on track to achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

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

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    Access to what you need, when you need it

    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

      *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your plan as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.