Contact Info
Michael Henry - Merrill Lynch
Michael Henry
Two Belvedere Place
Suite 100
Mill Valley, CA 94941
Phone: 415-289-8887
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Services
- Investment Management
- Financial Planning
- Trusts
- Insurance
- Customized Lending
- Socially Responsible Investing
- Tax Minimization Strategies
Hours of Operation
Monday - Friday 7:30am - 5:30pmAbout Us
At RGF Associates we are honored by the trust our clients place in us, and we are dedicated to helping them find the peace of mind that comes with having a clearly defined investment strategy.
Our goals-based approach is informed by each client’s needs, aspirations, and risk tolerance and allows clients to prioritize decisions in the context of their entire financial picture.
We work closely with our clients through regular meetings where we review progress and adjust to accommodate any major economic or life changes – all of which ensures that our client’s financial life stays in sync with the rest of their life.
Our dynamic team has over 100 years of combined experience in the industry and offers a full range of financial services including Customized Portfolio Design & Management, Tax & Risk Minimization Strategies, and Multigenerational Wealth Transfer Solutions.
We bring our depth of experience along with the investment insights of Merrill Lynch to assist individuals and organizations with complex financial circumstances, yet little time available to manage their financial affairs.
People choose our advisory team because we have the skill, commitment, and resources to provide significant value. If you are looking for a trusted partner to help secure your financial future, please contact us.
mhenry@ml.com
James Robinson SVP, Nina Gabriel CFP®, Kuosen Fung CFP®,
William Robinson, Michael Henry
Two Belvedere Place, Suite 100
Mill Valley, CA 94941
415-289-8813
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