Arbogast Breen Giles Olmo Group

Private Wealth Advisors
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At The ABGO Group, we help wealth creators manage their wealth strategically and thoughtfully, creating a more direct path to their ambitions and aspirations.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Michael J Breen

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Barron's "Top 100 Financial Advisors" 2023
Published on April 14, 2023. Rankings based on data as of December 31, 2022.*

Forbes "America's Top Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2021, 2022 and 2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Hilary P Giles

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Top Women Wealth Advisors Best-in-State” 2023 - 2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.

Forbes "Best-in-State Wealth Advisors" 2019 - 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "America's Top Women Wealth Advisors" 2017 - 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Brian T Olmo

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*

Forbes "Best-in-State Next-Generation Wealth Advisors" 2019 and 2022
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Continuity that Drives Impact

Your wealth is more than just your assets. It represents your hard work, your ingenuity, your security, and your legacy.

At The ABGO Group, we understand that mindset. We are a close-knit team of high-performers, united in our efforts to deliver an exceptional client experience. We’ve advised ultra-high-net-worth clients throughout our careers, so we’re closely attuned to the rigor your wealth demands.

Company founders, serial entrepreneurs, venture capitalists, and significant families look to us to help them do more with their wealth, from planning for the next thirty or forty years to managing their day-to-day details. We pride ourselves on being “on it,” maintaining a culture of precision and diligence.

Our differentiators:

  • We serve you with integrity. Your best interests guide our actions. We demonstrate that principle through our daily decisions and follow through.
  • We are a stable team of strong performers. We’ve known each other for many years, earning a reputation for continuity and competence.
  • We look to make your life simpler and better. Our goal is to add value to your life by calming down complexity, restoring time to your schedule, and streamlining the decision points your wealth can pose.

Reach out to any of our partners—Peter Arbogast, Mike Breen, Hilary Giles, or Brian Olmo—to discuss your needs relative to our capabilities.

Focused on What Matters

At The ABGO Group, we look to have a sustained and significant impact on the trajectory of your wealth, helping you think strategically about your options, reduce administrative headaches, and pin down loose ends. We enact, accomplish, and simplify.

We focus on the key factors that drive outcomes for ultra-high-net-worth individuals and families:

  • A tax-sensitive approach to investing, wealth transfer, and charitable giving that incorporates our insights and those of specialists within our team.
  • Depth in managing concentrated and restricted stock, with analysis and administrative support for C-suite executives.
  • Focused momentum on wealth transfer, formalizing your intentions and advancing those objectives through a well-executed plan.
  • An aggregated view of your balance sheet, helping you track performance across the spectrum of your wealth.
     
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

The Value We Add

The clients who engage our help typically have busy lives and complex finances.

We help them gain control over multiple facets of their wealth, taking preemptive action to capitalize on opportunity and pursue positive outcomes for themselves and the people they value.

Clients typically come to see us as part of their inner circle—a go-to resource for ideas, counsel, and stability. Here are a few of the ways we believe we add tangible value:

  • More time. When wealth becomes more complex, its management can become far more demanding. Our team is accustomed to diving into the circumstances of each client’s situation, investing significant time in navigating the intricacies of substantial wealth. Clients, in turn, regain precious time for their families, jobs, and personal passions.
  • More forethought. We take the time to understand the full story of clients’ situations—their concerns, goals, and ambitions. We also encourage clients to think about tomorrow—and thirty years from tomorrow, helping to design and execute a thorough, workable wealth-management plan that captures the nuances of significant wealth.
  • More ease. People know when they are well served. It comes through in the timeliness of communications, the discipline of steady momentum, and a desire to make life easier and less stressful. At The ABGO Group, we pride ourselves on that mission, delivering a preeminent service experience that demonstrates how much we value each person or family through our consistency and reliability.

A Culture of Excellence

The clients who engage our help know the value of good people. They have seen this phenomenon in their own enterprises. A capable team can be priceless.

We believe in this same mindset. We have assembled a group of Advisors, Analysts, and Associates that we think are singular in their abilities. We believe this quality confers a measurable difference to the clients we serve:

  • We anticipate. We’re skilled in thinking beyond the confines of the immediate to help clients prepare for significant decision points, helping them weigh their options.
  • We are exhaustive. We take the time to delve into each situation, gaining an understanding of the total picture for each client. The more we know, the more we can help.
  • We work harder. The clients we serve have attained outsized success, typically through years of hard work. We adopt a similar work ethic, proud to do more and be more as a team.
  • We are discreet. Client privacy is extremely important to us. We demonstrate the same tact and care we would want for our own families.

Reach out to any of our partners—Peter Arbogast, Mike Breen, Hilary Giles, or Brian Olmo—to see if we can help you advance your priorities and aspirations.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.