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.
The Berlin Hales Wealth Management Group
Located in Newport Beach, California, we work closely with entrepreneurs, executives, and their family members around the country. We serve the whole family – through multiple life stages, priorities, and aspirations. Our advice encompasses both sides of the balance sheet, pinpointing possible efficiencies and advancing a more purposeful and thoughtful deployment of wealth. Our team addresses the complexities and opportunities that significant wealth can entail. We draw on more than 85 years of collective experience as a team, forged in tackling the intricate challenges that accomplished families encounter.
As members of Merrill Private Wealth Management, we offer the focused attention and refined resources that clients require, bolstered by the stability, security, and selective entrée that are hallmarks of Merrill.
We believe we are different in important ways:
- Process. We are disciplined, systematic, and detailed in addressing your needs; we work extremely well together as a team, focusing our energies and skills to help advance your goals
- Transparency. We want you to know what we are doing, why we are doing it, and what we aim to accomplish. We are clear in communicating how your performance compares to appropriate benchmarks. You deserve nothing less
- Access. You have our attention; we are resolute in unwinding issues, communicating answers, and keeping you apprised of status
- Mindset. We enjoy deep relationships with a limited number of clients; we work hard to earn—and retain—that trust.
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.