Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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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.
Our core business is helping you manage your financial life, and it's our relationship with you that serves as a platform for that effort. We incorporate your goals and objectives—your concerns and needs—into an individualized, long-term wealth strategy.
We assemble investment portfolios in a disciplined, methodical way. We aren't inclined to seek high, unsustainable returns in any investment category.
You can delegate to Brad Bruce the investment management responsibilities for your portfolios, meaning he has discretion over certain investment decisions surrounding your investment strategy. Once he has confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, Brad will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting Brad authority allows him to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to meet your goals.
To help you monitor and assess performance, Brad will regularly review your portfolio with you and you will receive periodic communications including monthly statements, quarterly portfolio summary updates and annual performance reports.
Clients are busy people, and our goal is to help keep them from missing valuable financial opportunities. Bruce & Associates Wealth Management isn't narrowly focused on just selecting stocks or mutual funds. Rather, we work with clients—individuals, families, business owners and enterprise executives—to develop a personalized portfolio that is simplified, and that takes a clear, steady approach to identifying and refining your specific investment strategies.
At Bruce & Associates Wealth Management, we appeal to—and work effectively with—clients who share our philosophy that wealth management is a process carried out over years and decades, not weeks or months.
We think it's important that we foster relationships that allow us to serve multiple generations of clients' families.
Using our experience and perspective, we offer financial advice and guidance to clients to help them through changing markets and unpredictable life events.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Barron’s Top 1,200 Financial Advisors in
Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2013, 2012, 2010
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.
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.
Wealth Management Lending Officer
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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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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.
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.
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.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.