Wealth Management

Our Branch’s wealth management procedure begins when we connect with clients. We attempt to understand our clients "below the surface" during this initial contact. This risk tolerance inquiry comprises their liquidity requirements, objectives, and investments. It also delves deeper into their goals, such as education and retirement. Business management, cash flow management, and other financial considerations are also taken into account. Next, Merrill and Bank of America, Merrill Lynch’s private banking division, propose the appropriate strategy based on all the information collected. We work within our client's risk profile to manage their investments, combining experience and discipline to address their financial concerns. We will work with clients to understand their financial plan once it has been established. This plan represents the client's values, which help us prioritize their goals. The process starts with the client, and we strive to ensure that the approach reflects the client's priorities and values. Working together, we can accomplish your goals.