BAKSHI & ASSOCIATES

Private Wealth Advisors
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Vishal believes his contrarian approach to investing is a key reason why clients choose to work with him. He is proactive with client portfolios based on an intelligent, original perspective of the global economic and financial markets.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Vishal  Bakshi

Vishal Bakshi

Managing Director

Private Wealth Advisor

212.418.2821
David A Greene

David A Greene,

Vice President

Private Wealth Relationship Manager

212.418.2824
Cynthia  Lichwick

Cynthia Lichwick

Senior Private Wealth Associate

212.418.2822
Blake  Winick

Blake Winick

Client Associate

212.418.2825

Recognition

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

Vishal Bakshi

Forbes “Best-in-State Wealth Advisors”  in 2019

Financial Times –“Top 400 Financial Advisers”  in 2019

Barron’s America’s Top 1,000 Financial Advisors:State-by-State in 2019

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

Wealth Management for Exceptional Clients

tab 1 photo 2.jpgBakshi & Associates combines an intensely rigorous approach to investing with a commitment to the highest levels of service for clients of extraordinary means and accomplishment. Vishal Bakshi feels privileged to work with a highly exclusive group of remarkable people, including entrepreneurs and corporate CEOs who have created substantial wealth in a single generation.

Vishal serves an extremely limited number of individuals, families and family foundations. Focusing on a select few clients enables him to devote the time and personal attention he believes are essential to providing insightful advice and guidance. In 2013, Vishal was ranked number 20 on Barron’s magazine's list of America’s Top 100 Financial Advisors.

"My personal journey, from a childhood in public housing to Harvard Business School and careers in engineering and finance, has given me a deep appreciation of the characteristics of successful entrepreneurs and business leaders. The clients I work with tend to share my values of self-motivation, the drive to succeed and a commitment to personal excellence. They demand and deserve exceptional service with meticulous attention to detail."
Vishal Bakshi
Managing Director
Private Wealth Advisor





*Source: Barron's magazine, April 15, 2013, America’s Top 100 Financial Advisors list. Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others.  Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

Attention to Detail

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Vishal Bakshi has set exceptionally high service standards for himself and his client service team. Team members share the belief that an exclusive clientele is entitled to constant care and personalized attention. They continually strive to deliver highly accessible, responsive service that will exceed client expectations.


"I work hard to have clients feel that they are receiving premium-level service and astute professional guidance from an advisor who understands the many facets of their complex financial lives. My cohesive and talented client service team supports me in this commitment."
Vishal Bakshi
Managing Director
Private Wealth Advisor


*Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019.  For more information about the selection criteria, http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

*Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to http://details-he.re/YNDTvZ . The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved. Rankings and recognition from Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

* Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, visit: http://details-he.re/xR7HbE . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

 

A Distinctive Investment Approach

Tab 2 photo.jpgVishal believes his contrarian approach to investing is a key reason why clients choose to work with him. He is proactive with client portfolios based on an intelligent, original perspective of the global economic and financial markets. Vishal guides clients in developing individual asset allocation and risk management strategies rooted in a broader vision that begins with a thoughtful analysis of global economies and financial markets.

Vishal’s viewpoints reflect his extensive study of economic and investment research and more than a decade of experience through a variety of market conditions.

Investment portfolios are highly customized according to each client’s specific goals, liquidity needs, risk profile, time horizon and objectives, as well as business, tax and wealth transfer considerations. Vishal works with clients to establish clear investment guidelines and to construct diversified portfolios based on these criteria. With the support of the financial analysts on his team, and drawing on research and his broad financial community network, he periodically assesses risk and analyzes each position in the portfolio. He may also suggest tactics designed to minimize the effects of market turbulence.


"The clients I work with expect their private wealth advisor to have a distinct outlook on where global economies and financial markets are headed. I have strong convictions and insights into market behavior that I believe resonate well with clients who have worked hard to earn substantial wealth."

Vishal Bakshi
Managing Director
Private Wealth Advisor

Direct Access to Extensive Services

tab 3 photo.jpgBakshi & Associates can offer clients a direct connection to the deep resources and capabilities of one of the world’s largest global investment firms. Through Vishal and his team, clients have access to Merrill and Bank of America specialists—plus a full platform of services to help manage and integrate virtually every aspect of their financial lives.


"Along with my wealth management experience, I bring a broad business context to client relationships. As a manufacturing engineer, I learned the power of teamwork. Furthermore, throughout my career, I have learned that the decisions facing creators of substantial wealth can be complex. Because of that, I am committed to harnessing all of the investment resources of Merrill and banking conveniences of Bank of America to help clients address those concerns."

Vishal Bakshi
Managing Director
Private Wealth Advisor

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*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy 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, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we 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.

Our Philosophy

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.

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 wealth, 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 a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

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 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.

BAKSHI & ASSOCIATES

Private Wealth Advisors