Barth/Wolf/Collins Group

 

Helping you pursue your dreams

With more than 100 years of combined experience, the Barth/Wolf/Collins Group knows that trust is a very important factor in helping you pursue financial success. Trust that we know you and will be here for you. Trust that we understand your financial objectives. Trust that we'll recommend carefully researched, fully vetted strategies. Trust that we'll help make your financial life simpler.

The best roads are built with a destination in mind. By helping you establish goals and define your financial objectives, we're better able to offer the individualized strategies designed to realize them.

Beyond wealth and asset management

Our goal is to help you make better, more informed decisions on a broader financial scale. From investments and home equity to credit and lending, from tax minimization strategies and charitable giving strategies to estate planning services and business succession, we'll give you the benefit of our experience — and make the knowledge of Merrill Lynch and Bank of America specialists available when their skills and insights are required. Our extended resources include banking and lending specialists who can help tailor banking services to your individual needs.

We do more than maintain investment portfolios

At the Barth/Wolf/Collins Group, we stimulate thought, encourage discussion, even encourage action. We acquire a deep understanding of your lifestyle and help to make it sustainable, assisting you in pursuing your financial objectives.

Merrill Lynch's four-step Wealth Management Process starts the moment we begin to talk about your vision, dreams and objectives. We discover who you are and where you're heading. By listening carefully, we develop an accurate picture of your current financial life. We work to establish your time horizon, risk tolerance, liquidity needs and goals.

Once your objectives are clear, we suggest a customized wealth management strategy designed to help you meet them. Your strategy's goal will be to strike a balance between expected performance, risk management, wealth preservation and long-term goals.

Trust. Vision. Stability. Experience. Education.

Clients are our most important asset.

We've identified five critical elements in our commitment to help you pursue your objectives:

  • The trust that we'll be here for you
  • The vision to see and understand your goals
  • The stability — as an extension of trust — that we'll be here for you and your family, and the confidence that we'll deliver high-quality service and guidance based on a depth of knowledge that comes only with familiarity
  • The experience needed to find and evaluate vehicles that can help your wealth grow over time — and work with your other professional advisors
  • And a dedication to the ongoing education that today's wealth management environment requires

Strategies individualized for you

We collaborate with high-net-worth individuals, business owners and nonprofit organizations to help them realize their dreams.

We're here for you and your family to deliver high-quality service and guidance, coordinating various aspects of your financial life by communicating with the professionals who handle your taxes and estate planning.

We understand that your goals and objectives are very individualized — and so are the strategies that we may offer you. Beyond our experience, skill and market insight, knowing you and understanding the details of your life help us evolve our perspective and, in turn, create customized investment and wealth management strategies.

Knowledge to help you navigate shifting markets

Success in today's markets requires a commitment to advanced thinking and higher skills. Advanced industry credentials — and the training they represent — give us the ability to make a variety of investment recommendations. Financial teams with our tenure, credentials and breadth of experience have a perspective and a confidence that matter.

  • Bruce G. Barth, CFP®, CRPC®

    Managing Director–Wealth Management
    Wealth Management Advisor
    Portfolio Manager, PIA Program

  • William B. Wolf, CFM, CRPC®

    Senior Vice President–Wealth Management
    Wealth Management Advisor
    Portfolio Manager, PIA Program

  • Ethan Collins, CFM, CRPC®

    Vice President
    Wealth Management Advisor

  • Evelyn N. Fiallo

    Financial Advisor

  • Steven Kuzmanoski

    Financial Advisor

  • Barth/Wolf/Collins Group
    Client Services Staff

    Clients are our most important asset, and our professional team of administrative personnel is committed to attentive, high value-added service. Click here to see the list of important functions that our Client Associates carry out to assist our clients and Financial Advisors.

  • Valerie Murray

    Registered Senior Client Associate

  • Bela Patel

    Registered Client Associate

  • Sandra Lorenzo

    Client Associate

  • To deliver the highest level of specialized service for clients, the Barth/Wolf/Collins Group is proud to partner where appropriate with Wealth Management Bankers and Specialists.

  • Kelly Ann Uberoy

    Vice President
    Wealth Management Banker
    Bank of America, N.A.

Investing involves risk. There is always the potential of losing money when you invest in securities.

Some or all alternative investments may not be suitable for certain investors.

All guarantees and benefits of an insurance policy are backed by the claims paying ability of the issuing insurance company. They are not backed by Merrill Lynch or its affiliates, nor do Merrill Lynch or its affiliates make any representations or guarantees regarding the claims paying ability of the issuing insurance company.

Barron's "America's Top Advisors: State-by-State," February 21, 2011. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Financial advisor criteria: minimum seven years financial services experience and employment at current firm for at least one year. Numerous quantitative and qualitative measures determine the financial advisor rankings.

Asset allocation, diversification and rebalancing do not guarantee a profit, nor can it protect against a loss in a declining market.

Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals.

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Merrill Lynch Personal Investment Advisory, Merrill Lynch Wealth Management, MyMerrill.com and the Bull Symbol are trademarks of Bank of America Corporation.

CERTIFIED FINANCIAL PLANNERTM and CFP® are certification marks owned by Certified Financial Planner Board of Standards, Inc., and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chartered Retirement Planning Counselor is a service mark and CRPC is a registered service mark of College for Financial Planning.

AR2161B2

AR-AR2161B2 EXP.2013.12.18

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Bruce Barth is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA

William B. Wolf is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA

Ethan Collins is registered to do business in:AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA

Evelyn Fiallo is registered to do business in:CA, CO, CT, DE, FL, NC, NH, NJ, NY, PA, TX

Steven Kuzmanoski is registered to do business in:CT, DE, FL, GA, MD, NJ, NY, VA

For questions regarding registration information please contact your Financial Advisor.