Financial Services

Merrill Lynch Wealth Management
333 North Point Center East
Suite 400
Alpharetta, GA 30022

Goals-Based Wealth Management

Our entire team shares a common goal: to help retirees and small business owners pursue their personally meaningful goals.
We are pleased to work with clients’ other professionals, such as attorneys and accountants, to help us get the fullest possible picture of
each client’s financial situation and needs.

In addition to recommending financial strategies that are tailored around each client’s goals, such as — funding their children’s educations,
making sure their money lasts in retirement and covering their potential health care costs — we can also assist with the process of
transferring wealth to the younger generation. Everything we do takes into account clients’ own perspectives and priorities. Our process
is designed to deliver a customized, consistent experience that goes beyond wealth management.
Derek P. Smith