The Fitz-Patrick Group
Our experience, which has been broadened through many market conditions, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
We start the goals based process with a tool called the Wealth Management Outlook, which helps us to help you define your life goals. Contact us to take the next step.
Our experience, which has been broadened through many market conditions, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
We start the goals based process with a tool called the Wealth Management Outlook, which helps us to help you define your life goals. Contact us to take the next step.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
