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.
We work with clients of exceptional financial resources who seek not only to preserve and enhance their wealth, but also to cement their legacy. Clients include family offices, corporate executives, business owners, entrepreneurs, hedge fund principals, foundations, endowments, and philanthropists.
Our Investment Approach
The world-class research, intellectual capital, and institutional investment opportunities at Merrill and Bank of America provide the strong foundation upon which we build our approach. We tailor our investment strategies to reflect clients’ philosophies on wealth preservation and aspirational risk; clients then pursue the lifestyles and legacies they find most appealing. Our approach to portfolio construction combines Modern Portfolio Theory with aspects of behavioral finance through a single, pragmatic concept called the Wealth Allocation Framework. The result: portfolios designed to meet individual investors’ needs and preferences, as well as to protect individuals from personal, market and aspirational risk factors.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2020 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/article/b1qbhr3x612gz1/The-Research-Firm-That-Won-2020 . Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
Our focus is on addressing complex financial requirements of the ultra-affluent. With decades of experience in applying our knowledge, we assist clients with a wide range of initiatives:
- Investment management
- Market-linked securities and customized derivative strategies
- Concentrated stock management
- Strategic philanthropy
- Banking and lending through Bank of America, N.A.
- Intergenerational wealth transfer
- Guidance during change of circumstance/liquidity event
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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.