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.
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.
In 1994, Suzanne Bledsoe and Dave Cathcart started a wealth advisory practice in Charlotte, NC which would come to be known as BCG Private Wealth Management. For more than twenty-five years, the partners of BCG Private Wealth Management have served wealthy families exclusively. Today, our clients include business owners, corporate executives and the beneficiaries of multi-generational wealth. We devote our energy and capabilities to managing the financial complexities of this select group of families exceptionally well.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
With five experienced partners and two dedicated client service associates, BCG Private Wealth Management works within Merrill Private Wealth Management. This unique framework offers the benefits of a high-end boutique along with the resources of one of the largest global financial institutions. We are privileged to work with a limited number of valued families, thereby enabling each of our five partners to deliver a highly personalized level of service to every client.
At BCG Private Wealth Management, we achieve success only when your best interests are served. Success is measured by the progress you make toward reaching your most meaningful goals. Our strategies are tailored to meet the broad spectrum of your short and long-term objectives. We bring you opportunities for building, preserving, transferring and enjoying your wealth.
Our goal is to preserve and grow your family’s capital in real terms, taking into account taxes, inflation and fees. We concentrate on providing meaningful risk-adjusted returns over the long term. At the same time, we remain vigilant for short-term tactical strategies that can positively affect your portfolio.
At BCG Private Wealth Management, the highest standards of service, ethics and client confidentiality are at the core of everything we do. Not only do we act in your best interests, but we also believe in investment choices that are free from any conflicts of interest. We remain steadfast and committed to delivering absolute transparency on the costs associated with your investment portfolio.
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 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 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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
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.
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