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 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.
Our philosophy centers on delivering meaningful outcomes to clients. We have long held the view that none of us have financial goals - we have lifestyle goals, or specific outcomes we are seeking to achieve, that come with a monetary or financial cost. Our role is therefore to devise a strategic plan that delivers with the highest possible probability. As a result, the start of any advisory process should begin with a clear and detailed understanding our clients desired goals. Often we have to help our clients define and prioritize them. It is not uncommon that these objectives may not be financial, for example - “I want my children and grandchildren to be good stewards of our family wealth and productive members of society”.
Company Founders, Private Business Owners & Entrepreneurs
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.