"Every family has a different financial outlook. That is why we help design and refine investment suggestions tailored just for you—no one else."
Christopher P. Bunnell, CRPC®
Wealth Management Advisor
Our guidance is designed to help you keep pace with where you want to go and what you want to do.
The Keeney Group is a wealth management team within Merrill Lynch. We are dedicated to helping clients pursue financial objectives and build wealth. We believe in a disciplined wealth management process, and work closely with clients to deeply understand their goals, lives, family, interest and passions. By combining this deep understanding with financial insight, we are able to help clients develop and implement an investment strategy from which they can make life-long financial decisions.
Aligning assets with aspirations
At The Keeney Group, we find that affluent clients look at money differently than others. Our team works to understand how you think about your assets, what you expect for your wealth and the way you want your financial outlook to evolve over the coming years.
We strive to analyze your total financial picture, including investable securities, real estate, business equity, trusts and alternative investments. We can also help you assess how much you're really spending on taxes, interest, fees and other costs. Our team will suggest investment strategies and financial services designed to align your income, expenses and assets with your financial goals.
Focusing on a different view of retirement
Today, retirement is defined only by your imagination. We work with clients who have bought or started new businesses, pursued new careers and advanced degrees, or have travelled each season to a different continent. Our team can help you crystallize your thinking about where you want tomorrow to take you and what activities you want to pursue. We can offer projections of how much your ideal retirement will cost and suggest investment strategies to help you pay for it.
Creating a legacy
Our team will guide you through wealth transfer strategies designed to help you move taxable assets out of your estate in your lifetime and beyond. We work closely with specialists from Bank of America to help with structuring trusts, family corporations, partnerships and gifting strategies. We can also offer estate planning services to help you transfer your wealth in the ways that you intended.