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.
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.
Your portfolio is more than a collection of investments, it is a testament to your talents and hard work. Our team listens, actively and assertively, to grasp your purpose and intent for your capital. We craft a strategy to harness the resources of Merrill and our team for you to pursue them. And we keep at it; the more we listen, the more we can help you accomplish.
Our ServicesWorking with our team, you receive expansive financial strategies and services, through the knowledge of analysts and senior wealth strategists. The ensuing financial strategy is fluid and nimble; continuing client discussions enables our team to adjust the underlying tactics to reflect changing economic conditions and client desires. Our team takes a long-term perspective on wealth preservation, recognizing the potential for client legacies to enhance the lives of successive generations of families.
Who We Serve and Our Promise to You
We work with business owners, corporate executives, both current and retired, as well as their families throughout the country. We realize that each client is unique and strive to tailor our strategies to each individual. Our approach is consultative, responsive, and customized. We get to know our clients well, discussing and discerning their personal values, family goals, and time horizons. Then, we build a detailed financial strategy from that foundation. Over time we work together, adjusting investment and estate-planning components in light of a client’s timeframe, lifestyle needs, risk tolerance, and family circumstances.