Merrill Lynch. The Kilborn Group

The Kilborn Group team brings shared ideas and resources to clients, offering a Goals-Based Wealth Management approach that puts them, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill Lynch and the banking convenience of Bank of America, we can assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help develop a financial strategy aligned with their goals.