Ronald Roach

Background

About Ronald Roach

As a Merrill Lynch Financial Advisor for over 28 years, it has been a privilege to work with many successful families and business owners. I am keenly aware of the tremendous amount of hard work, time, and commitment required to build family wealth. Preserving this wealth for our client's lifetimes and for their estate is our top priority. I hold the following professional designations: Chartered Retirement Planning Counselor℠ (CRPC®), PIA Program Portfolio Manager. My all-inclusive wealth management approach is driven by specific client goals and tactically managed with customized asset allocation, risk minimization, and diversification strategies. WHAT I DO: PROTECT, GROW and DISTRIBUTE WEALTH Planning Portfolio Management Tactical Asset Allocation and diversification strategies Cash flow income strategies Minimize tax exposure Control liabilities (portfolio loans and home financing) Insurance coordination: life, disability, long-term care Retirement account distribution Family wealth preservation strategies HOW I WORK: MY PROCESS Establish your financial goals and objectives Develop an appropriate plan and strategy Stress test plan using Monte Carlo simulation Devise customized portfolio recommendations Regularly review progress toward goals Make tactical adjustments when appropriate These services are aligned with the interests of clients through fee-based compensation, versus commissions, and allows our planning and strategies to go beyond the single dimension of investments. I accept both discretionary and non-discretionary accounts. My promise is to always provide value and remain an essential partner to clients and their families.