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.
A Skilled, Experienced Team"Your client experience will be delivered by outstanding team members who are driven to simplify and improve your life, and have access to a vast array of services.”
Private Wealth Advisor
The Duckworth Haggerty Group works closely with individuals, families and institutions as they address the complex challenges of preserving, enhancing and managing their wealth. We are driven by the strongly held belief that our purposeful effort—matched with our individual and collective skills—can help clients improve the quality of their lives.
Michael Duckworth, Jennifer Haggerty, Helen Sims Duerr, and Chris Lattimore, our team's Private Wealth Advisors, are highly trained and dedicated to the delivery of innovative financial strategies often demanded by the intricacies of substantial wealth. With more than two decades of professional experience to draw upon, our advisors focus on small numbers of ultra-high-net-worth clients so they can devote the necessary time and understanding to help them manage the financial responsibilities—including retirement and tax minimization strategies—that can accompany great wealth.
Our approach is multidimensional and includes investment advice and guidance; risk management; retirement income planning services; wealth transfer, trust and estate planning services; and care coordination* for families with special needs, as well as access to Bank of America banking services.
Merrill Private Wealth Management
Merrill Private Wealth Management provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises.
Simplifying Your Financial Life
The single most important determinant of your experience with us is the quality of the relationship we develop with you. Of course, you expect thoughtful, professional financial advice and guidance, and we are committed to delivering it. However, it is the information that flows from the relationship—about you, your family, your goals, dreams and concerns—that allows us to offer value-added advice and guidance developed specifically for you.
- We are part of a remarkable financial services company that is distinguished by its people, thought leadership and global presence.
- We work with a select client base.
- We emphasize asset allocation, risk-awareness and diversification in our disciplined investment process.
- We review client investment portfolios so that asset class exposure stays aligned with your long-term allocation strategy
A Wealth Management Strategy Centered on You
A thoughtful, customized wealth strategy does not come “off the shelf.” It evolves from information that we learn about you and your family.
Laying the foundation for an individualized strategy requires insight and discipline. It is more than simply selecting investment managers; it is a process. It starts with gathering information about you so that your strategy and investments reflect your values.
It is dynamic and requires steady attention so that your strategy can change as your life changes. We focus on the broad aspects of your financial life, from wealth accumulation, reservation and intergenerational transfers, to philanthropic giving and legacy strategies.
Merrill Private Wealth Management Professionals
Our rigorously trained Private Wealth Advisors and Private Wealth Associates provide clients with a direct line to all of the resources and capabilities of a truly global investment firm—in ways that are more in keeping with a small, very exclusive boutique-like firm. Concierge services, family meetings, and private seminars and events are all part of the experience."Our wealth management process is driven by you. Your vision of the future, your financial needs and life passions are essential ingredients."Jennifer L. HaggertyManaging Director Private Wealth Advisor
Services for Families With Special Care Needs
The Duckworth Haggerty Group has experience helping high-net-worth families across the country address the issues involved in funding lifetime care and support for a child or other family member with special needs. We recognize that preserving the wealth you have accumulated is an important concern, and we can help you develop strategies designed to avoid well-intentioned but inappropriate actions that may adversely affect the long-term financial security of your family member with special needs.
We can also work with you and your family to integrate special needs concerns into your broader wealth management approach. Our aim is to offer a high-quality concierge service, acting as an intermediary between you and the services your wealth enables. Our services include:
"We are sensitive to both the financial and emotional challenges of providing support for a loved one who has a special need or disability."Michael D. DuckworthManaging DirectorPrivate Wealth Advisor
- Advice and guidance on allocating funds to provide for a client's current and future financial needs.
- If appropriate, coordinating with clients' other professional advisors (including CPAs, attorneys and fiduciaries) and specialized resource providers (such as medical equipment vendors, rehabilitative health care professionals or payroll services).
- Educating and assisting clients to make informed decisions on wealth preservation and legacy planning strategies.
- Helping families determine eligibility for public benefits.
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.