The Clarke Group at Merrill Lynch is dedicated to helping people realize their financial and life goals. We believe every client deserves the highest level of personalized service and care. With the global resources of Merrill Lynch, we’ll place you at the center of the wealth management process as we work together to design and implement customized financial solutions.
We help clients organize their financial lives so they can focus on what matters most to them. Our goals-based approach utilizes the global resources of Merrill Lynch Wealth Management to deliver a comprehensive wealth management strategy customized to your specific needs. In addition to portfolio management, we advise clients on their retirement planning, life and health insurance, trust and estate planning, philanthropic endeavors, etc. We also provide preferred access to the banking and lending solutions offered by Bank of America.
Our clients’ values and social causes are important to us. Merrill Lynch Wealth Management is a leader in the research and implementation of impact investing. Our team can educate and help you invest according to your value system.
We believe clear communication with client families is critical – we encourage involving both spouses and grown children in the process. We also work with your CPAs and attorneys to align tax minimization and estate planning strategies.