Merrill Lynch Financial Advisor Michelle Kish

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy:

Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

We offer a wide range of wealth management services, including:- Retirement Planning: Helping you design strategies to generate retirement income and manage investments post-retirement.

- Future Generations: Creating plans for funding higher education, providing for special needs, and establishing lasting legacies.

- Wealth Transfer: Access to trust and estate planning services, including living wills, trusts, and powers of attorney.

- Credit and Lending: Connecting you with Bank of America services to address business and personal cash management and borrowing needs.

- Tax Minimization: Working alongside your tax professionals to design strategies that mitigate tax impacts on your income.Our Approach:

We begin every client relationship with an in-depth conversation to understand your financial life, including your assets, liabilities, and both near-term and long-term goals. This dialogue evolves as your financial needs change, ensuring that we remain aligned with your objectives. We emphasize transparency and encourage open communication, fostering a relationship built on trust and mutual understanding.Community Involvement:

Our team is deeply committed to philanthropy and actively supports non-profit organizations in our community. We believe in giving back and are passionate about making a positive impact.Recognition:

Our dedication to exemplary client service has earned us several accolades, including:- Forbes “Best-in-State Wealth Management Teams” 2023

- Forbes "Best-in-State Wealth Advisors" (multiple years)

- Forbes "Top Women Wealth Advisors Best-in-State” (multiple years)

- Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2020