The Klaasen Group Core Values1. Honesty and Integrity
2. Open and Honest Proactive Communication
4. Commitment to Life-Long Learning
5. Respect for our Clients, our Team, and Our Community
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Our DRIVE Process
The Klaasen Group has developed and refined a goals-based wealth management process to help address clients’ financial problems with thoughtful advice and guidance.
- Discovery: During discovery meetings we get to know each client or family member and what matters most to them.
- Reflect: We combine information obtained in the discovery with the cutting edge technology and resources available exclusively from Merrill to create the financial roadmap to our clients’ goals.
- Implement: Each clients’ roadmap is used to determine the appropriate strategies needed to achieve the goals of their unique wealth plan.
- Verify: We continually evaluate each client account to help ensure the investment strategies implemented are aimed at their goals.
- Evolve: Our goal is financial well-being. Our goals-based wealth management process is designed to evolve as our clients and their lives evolve, whether it be major life events or changing retirement goals.
The Klaasen Group manages the personal and business finances for a select group of successful families and individuals. Our clients work with us because we are a team of highly knowledgeable financial advisors, appointed as their financial counselors because they may not have the time, inclination or expertise to do it themselves.
We limit the number of individuals and families we serve in order to dedicate the time and attention needed to tend to our clients’ high level wealth planning and preservation needs. They value our wide range of strategies and resources, from estate planning services to charitable giving to setting up a trust. In many cases, we collaborate with other member of their professional team such as attorneys or CPAs. We take the trust clients place in us very seriously and because of that trust our relationships go beyond finances. With The Klaasen Group it’s not about industry benchmarks — it’s about you and your goals.
The Klaasen Group is dedicated to serving as the indispensable wealth management and preservation counsel to clients and their families with significant assets. Our objective is to enhance our clients’ lives, allowing them to focus on what matters most, as we care for every aspect of their financial life by aligning our process and strategies to pursue their goals now and for generations to come. We genuinely care and make it our priority to provide an extraordinary experience through quality service.