TWJ Wealth Management Team
Our goal on The TWJ Wealth Management Team is to meaningfully, and empathetically, understand the client’s situation, needs, and goals by carefully listening, asking smart questions, and taking the time to develop a strong profile. We then conduct statistical analysis and apply financial acumen, experience, and leadership to design a customized wealth management strategy. The strategy will clearly address the goals, and how to be the best stewards of their resources. Upon implementation of the plan, we review and adjust things as needs, situations, and market environments change. Service is responsive to address the service needs and convenience of clients. Dedicated efforts are made to reduce the client’s financial management responsibilities and time commitments to help ensure their comfort and safety. When our clients succeed, we succeed, and their interest must always come first.
When clients work with the team, they will find unmatched service and response times. There are no menu systems as calls are handled immediately and personally. The team prides itself on timely return of emails as well. Regular contact with clients is a commitment with research updates, portfolio recommendations, performance reports, service updates, and certainly whenever there is a service need or client inquiry.
CFA®
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.
