Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
At Rovere-Mendez Wealth Management, our proud story continues to be told. It revolves around the lasting relationships we’ve built with successful individuals and families.
After 25 years we have built a book of business that includes a variety of clients. From senior-level corporate executives with complex compensation packages, to business owners with most of their wealth tied up in their enterprises, attorneys, physicians, individuals with inherited wealth and family foundations.
The makeup of our team allows us to relate to clients both “young and older.” In fact, we serve a broad spectrum of people who are nearing retirement, a long-anticipated liquidity event, or are building wealth and a career. Delivering an exceptional level of diligence and devotion, we are intentional and caring in our efforts.
From the outset of each relationship, we help clients explore and prioritize the purpose of their wealth. We are here to help manage that wealth responsibly and in a respectful manner.
At Rovere-Mendez Wealth Management, we are inspired by the goals and concerns of our clients. Many seek financial freedom and a feeling of independence. Most are busy with careers and families.
As a team that managed clients’ money and emotion amid 2000, 2008 and 2020 volatility, we are proud that virtually all of those clients remain with us today. We believe that’s due in large part to our perspective on mitigating investment risk. Often, we introduce clients to the benefits of owning alternative investments, which do not correlated to the volatility of major markets.
It is our practice to focus on clients’ life goals, in addition to their bottom lines. Our clients have sent children to college, purchased homes, prospered in their careers, and worked tirelessly to achieve these milestones. By using our knowledge to advise clients on appropriate strategies, we can allow them to focus energy on their careers, families, and serving their communities.
At Rovere-Mendez Wealth Management, we have spent decades honing our investment process. Our approach is a good fit for clients who are as different as they are deserving.
Before we allocate a single dollar of a client’s portfolio, we examine how their assets, liabilities, and overall wealth are structured. Following discussions about risk vs. reward, we build a framework from which we can formulate their investment strategy, which we classify most often as “capital preservation plus growth.” We find this approach helps clients withstand downturns and stay true to their goals.
As long-term investors, we do not look to hit “home runs” with speculative opportunities. Based on our research and that of Merrill, a client’s portfolio may include individual equities, ETFs, mutual funds and bonds. We may also recommend alternative investments – with what may be a combination of real estate, hedge funds, private equity and private debt. Our strength in this area allows clients to benefit from non-correlated assets that we deem attractive, affordable and likely to offer reduced volatility.
Finally, we blend our investment management with tax awareness in a way many advisors do not. By maintaining a watchful eye on clients’ tax consequences throughout the year, we allow for benefits to be realized earlier. We also work closely with clients, their CPAs, attorneys, and our trust department to align wealth transfer, business succession, tax-minimization and estate planning strategies.
We offer clients a breadth of potential solutions, premier service and financial tools based on their unique circumstances.
No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.