At the foundation of your relationship with the my team, The Zambriski-Polson Group, is a precise, deliberate investment management process to help you identify your values and priorities and help keep your plan on track toward your stated goals. We believe that consistently applying a well-defined process helps reduce emotional errors, smoothes out returns and lowers volatility. Just as a road map can help the traveler reach their destination, a properly crafted plan can help investors steer through the inevitable volatility of financial markets.The Zambriski-Polson Group is an integrated team of investment and administrative specialists providing long-term financial strategies and services for individual and institutional clients. We have a deep commitment to:• Excellence and high standards• Exceptional personal service• Giving our clients access to the vast resources of Merrill Lynch and Bank of America to leverage these resources to the advantage of our clients.Areas of emphasis include portfolio management, private wealth management and retirement income planning. We are dedicated to helping our clients achieve their financial goals by understanding their needs, offering quality investment advice and providing unparalleled personal service. Our process, experience, and high level of customer service separate us from our competitors. We actually do what we believe a true financial advisor team should do.