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.
Founded on Transparency
The clients we serve are decisive decision makers. But in a world of increasing complexity, they need a trusted resource to assess their options, research their particular circumstances, and pinpoint possible solutions.
We believe we excel at this challenge, presenting clients with the information they need to make deliberate and informed decisions. Through rigorous research and transparent analysis, we intensify our value to clients by helping them pursue their own best interests.
We’re highly skilled in systematically examining interdependent issues – investments, assets, executive compensation, trust and estate planning services, lending, cash flow—and triangulating the key factors that impact clients’ wealth, lives, and legacies. We’re clear communicators, ongoing educators, and resolute in our efforts to add measurable value and restore precious free time to the clients we serve.
Different by Design
We advise wealth creators – busy and dynamic individuals who have complex financial lives, multiple demands on their time, and high standards of excellence.
These clients recognize that their financial lives need analysis, clarity, and direction. Typically, they are senior executives, entrepreneurs, or hedge fund and private equity principals who are knowledgeable and sophisticated, but don’t have time to distill the many decision points that significant wealth can entail.
We work to make life easier for these clients and their families. Through transparent advice, in-depth analysis, and ongoing diligence, we strive to enhance their lives – financial and nonfinancial—so that they can pursue their objectives and aspirations with purpose and confidence.