Rony Bensadon, CFP®

Your Wealth, Our White-Glove Commitment Have you ever stayed at a world-class hotel where every detail is anticipated - where the concierge not only books your reservation but secures the best table, remembers your preferences, and ensures an effortless, elevated experience? That's the level of care we bring to wealth management at the Bensadon Wealth Management Group. In today's fast-paced world, financial success isn't just about numbers - it's about having a trusted team that provides customized, proactive, and highly personalized strategies to help safeguard and grow your wealth. Just as a luxury concierge caters to your every need, we seek to provide an unparalleled experience, helping to ensure you have direct access to Merrill and Bank of America expertise, potential solutions, and a team that thinks ahead so you don't have to. We serve accomplished individuals, families, and business owners who demand more than just traditional financial advice. Our clients want: • Bespoke Wealth Strategies - Not one-size-fits-all strategies, but carefully crafted plans that evolve with your life. • Unparalleled Access - Connections to elite financial services, exclusive investment opportunities, and extensive banking products and services from Bank of America. • A Trusted Resource - A dedicated advisor who understands your goals, values, and legacy aspirations as deeply as you do. Our services include: • Tailored Financial Planning • Fiduciary Investment Management through Merrill IAP • Exclusive Access to Banking & Lending* • Family Wealth & Legacy Planning • Trust & Estate Strategies • Mergers & Acquisitions for Business Owners At the Bensadon Wealth Management Group, we strive redefine what it means to be a financial advisor. We're not just here for transactions - we're here to curate a financial experience that aligns with your ambitions, helps to safeguard your legacy, and seeks to deliver financial well being. Let's talk about how we can provide the elite financial service you deserve. *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.