Branch Office Profile
The Merrill Lynch Arboretum / Lakewood Office consists of experienced Financial Advisors who are dedicated to helping high-net-worth and ultra-high-net-worth individuals—and their families and businesses— achieve their financial goals and receive superior customer service.
We are committed to exceeding your expectations in every area, and we strive to make every contact and communication a positive one for you. We make it a priority to reach out to you to see if your needs and concerns are being taken care of.
We employ Merrill Lynch’s time-tested wealth management process on your behalf. We begin by taking the time to fully understand your current financial situation so we can offer knowledgeable, individualized strategies and solutions 'based upon your risk tolerance, time horizon, liquidity needs and overall investment goals.'
We welcome the opportunity to demonstrate how we can make a significant difference in your life through strategies that can include wealth preservation and growth, cash flow consistency, retirement opportunities, wealth transfer and philanthropic endeavors.
We support our communities as volunteers and sponsors of local charities, including the arts, children’s programs, and health-oriented activities.
Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through holistic wealth management. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments*, collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, form growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipement or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.
*'Some alternative investments may not be suitable for certain investors.'