Lucas Romero Merrill Lynch Wealth Management
2125 Louisiana Blvd STE 200,
Albuquerque, New Mexico 87110 CLICK HERE TO EMAIL US
Powered By Chamber Nation
Wealth Planning
|
|
Plan the impact of my wealth
We’ll help you navigate the complexities and opportunities of bringing greater purpose to your wealth. Potential solutions include:
- Overview and essentials
- The role of trusts
- Gifting and legacy planning
- Personal philanthropy
- Fiduciary trust solutions
Ready to get started?
So are we.
Lucas Romero Merrill Lynch Wealth Management
2125 Louisiana Blvd STE 200 Albuquerque NM
Phone: 505-884-9831
Email: lucas.romero@ml.com
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them.
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them.