Family comes first for the Asian American Pacific Islander community
Committed to supporting their families and proud of their ancestry, Asian Americans and Pacific Islanders share their personal insights around identity, work, money and the future.
Different journeys yield different priorities
The definition of financial success depends on who you ask. Here’s what the Asian Americans and Pacific Islanders we surveyed had to say.
“We’re committed to family”
79% rank family in top 3 life aspects.1
“Focused on financial stability”
72% feel it’s important to be totally debt-free.1
“Achievement inspires us”
34% are more likely to trust advisors with a strong track record.1
“We’re life-long learners”
40% more interested in learning investment basics.1 2
1 from representative sample of 1,011 affluent AAPI Americans surveyed 2 compared to affluent general population
Diverse Viewpoints: Exploring Wealth in the Asian American Pacific Islander Community
We spoke with thousands of individuals from different backgrounds and professional experiences – hearing a wide range of stories of success and wealth creation.
Committed to results
Listening and learning has given us a better understanding of how we can help Asian Americans and Pacific Islanders become financially successful. With a wide array of financial solutions, our advisors have the insights, tools and know-how to make them work for you.
The value of financial advice during volatile markets
Learn how to reduce risk and stay grounded.
Preparing for the costs of long-term care
Explore ways to plan ahead for the care you or your family might need.
8 tax tips for small business owners
Reduce your tax liability this year and beyond.
The desire to be financially self-reliant
Learn what motivates Asian Americans and Pacific Islanders to succeed.
What we’re doing
We’re committed to helping people in diverse communities reach financial goals. We are already taking action – the listening and learning never stop. Read more about how Bank of America and Merrill are advancing racial equality & economic opportunity.