When it comes to personal financial issues we find that business owners are the epitome of the story of “the shoe makers children go barefoot”. Why? Because they don’t have time, the value isn’t clear, they don’t appreciate just how much they’re actually worth. We work with business owners to bring the same discipline they have with managing their business’ finances to their personal lives. With written plans, custom strategies, and clear success metrics we help our clients achieve their personal financial goals, communicate with their family, and plan for a life after business.
Grossman Benharrouch & Associates is a Wealth Management Team within Merrill Lynch. We work with business owners. We get to know each clients’ needs, motivations, and definition of success. We help clients create a plan for the different parts of a business’ lifecycle. From funding a new venture, to managing excess cash flow, to planning an exit. Ethan and Ruben’s complementary skills match the diverse needs and backgrounds of clients looking for both financial guidance and a modern full service banking experience. By running our team like a boutique within a larger institution we’re able to offer the services of a Global Institution with the personal touch and attention successful business owners expect.