Merrill Lynch Wealth Management

The Albrecht Group believes in financial freedom for everyone. Our goal is to ensure that every one of our clients receives the best personal service and care. We put you at the center of the wealth management process and leverage the resources and expertise of Bank of America and Merrill Lynch to create a comprehensive goal-based financial plan that gets you to the things you care about. The Happiness Project Health, Wealth, and Purpose stand as the Four Cornerstones of a Happy Life. All of our activities -- from the questions we ask to the events we hold, and all aspects of our wealth planning -- are aimed at helping clients plan and maximize these three areas. Our global resources at Merrill Lynch Wealth Management support our talented team of seasoned professionals who are dedicated to building strong relationships with our clients based on trust, personal service, and the highest level of ethical standards.