Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Rhoda Rossetti Group has more than three decades of combined wealth management experience offering integrated wealth management strategies to professionals, retirees and other successful families. We also understand the concerns of women investors — including divorcees and widows — who need to take a more active role in their finances.
Our collaborative approach, dedicated work ethic, accessibility and empathy are among the reasons we believe so many clients have been with us since 2000. Each member of our team brings a set of complementary skills, which together creates a foundation of innovation, knowledge and action.
Wealth management is an ongoing, collaborative process that begins by helping you articulate and define your specific goals. Before we dispense any financial wisdom, we take the time to understand what’s important in your life—whether it’s retirement planning, education planning for children or grandchildren, or helping with your estate planning needs. In addition to learning about you, we want to understand your assets and liabilities. That way we can assist you in managing both sides of your balance sheet to help the various pieces of your financial life come together as one.
Based on what we learn, we can help you set realistic goals, prioritize your objectives and develop and implement strategies designed to help you pursue them. Our process is tailored to your needs. Instead of a one-size-fits-all approach, we review your priorities to provide you with a stronger sense of where you stand at any moment in relation to your goals.
Our goal is to manage your financial well-being so you can concentrate on your life goals. We are committed to not only addressing your current needs, but also to anticipating and serving the financial needs of your children and grandchildren for many years to come.
Wealth Management is a dynamic, ongoing process. As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you. Our job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. We will be here to help you make adjustments to your unique wealth management strategies if and when necessary over time.
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 investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from 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 strategies for transferring wealth to the younger generation.
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.
Our experts examine the forces that are changing the world – and how they may impact your life
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.