Membership Directory - Corporate
Bank of America Merrill Lynch
Today's affluent clients want a "family physician" of finances - someone who understands their family, has a thorough understanding of finances and finds a successful more personal way to marry the two. Max incorporates this way of thinking by understanding each of his clients' risk tolerance and their life objectives. His Goals-Based Wealth Management approach is the backbone of his team's investment philosophy in helping achieve client's goals.