Broker Check

Financial Investing for Life and Legacy

| June 15, 2015
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IT'S NOT A NEW CONCEPT, MERRILL LYNCH. 

At Weston Banks Wealth Partners, our philosophy of “Financial Investing for Life and Legacy” is meant to FILL your lives with more than just money.  We do this by looking at your goals and assets, and placing them into three buckets to look at your long term (Appreciation), mid-term (Balanced), and near term (Conservation).  This approach enables us to put your goals at the forefront of your investment strategy.  We set benchmarks against your own goals – not against the market! Our review processes continuously remind you of your goals and where you stand in reaching them, from a financial standpoint.

WBWP_ABC_Process

Merrill Lynch, an investment powerhouse, is finally moving toward goals-based planning, and spending a whopping $40 million on this training1.  The transition to a similar ABC bucket to ours is not mandatory for their advisors2. This client centric approach may be news to them, but goals-based planning defines our entire company beliefs.  While it is commendable that Merrill now recognizes the importance of this approach, we stand out in the wake of their news as forward-thinking leaders in national wealth management movements.

Our advisors are more than happy to sit down with you and your family to go over your goals and tailor your investment vehicles to your specific needs and desires.  We’ve been in this game for a while now.  Your family deserves to have advisors who place your dreams at the center of your financial planning. Call or email us to learn more about how this ABC process could work for you.

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Citations: 

1. http://www.investmentnews.com/article/20140112/REG/301129994/merrill-lynchs-john-thiel-leads-charge-toward-goals-based-planning 2. https://financialadvisoriq.com/c/1135833/121883/merrill_discovers_goals_based_advice_thinks?referrer_module=emailMorningNews&module_order=0&login=1&code=WW5KaFpDNTBkWEpzYVc1bmRHOXVRSGRsYzNSdmJtSmhibXR6TG1OdmJTd2dNekl3TnpZMk5Dd2dPREk0T0RFMk1UVTM

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