Our investment approach is holistic and tax sensitive. We use outside managers and ETFs to provide clients with a white glove investment management experience. Our goal is to provide optimal risk-adjusted, after-fee returns by designing customized and tactical asset allocations. With extensive experience in banking, loans, investments, tax and estate planning services, our team will work tirelessly to deliver a well-rounded wealth planning experience.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
We serve Ultra High Net Worth families throughout the United States and strive to coordinate a holistic financial picture. As their private wealth advisor, we cover all parts of their wealth and considerable resources.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.