The Hetherington Group
We are a 6-person wealth management advisory team with over 90 years of combined industry experience located in New Canaan, Connecticut. We serve affluent and ultra-affluent clients throughout the United States. Clients are drawn to our group because of our experience, knowledge, and responsiveness. We maintain strong, long-term relationships with clients who appreciate our analytical investment approach and high level of personalized client service.
We help a select group of individuals and families manage and simplify their finances and investments. They face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources, and customized financial strategies to help simplify their lives so they can spend more time pursuing what matters most to them. We are experienced in addressing the unique challenges presented by newly acquired wealth.
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.
Our ProcessWe help a select group of individuals and families manage the varied aspects of their finances and investments. We identify client goals, create an investment management strategy, allocate and manage assets, review performance and communicate progress. Our process is driven by a capital needs analysis, a dynamic and informed view of business cycle and a contrarian value investment discipline. We maintain a strong network of clients, colleagues, friends and advisors. We gain valuable insight and idea flow from this group. We draw heavily on the parallel processing power in this network to improve the quality of our decision making. The power of this network is our most valuable investment advantage. We are committed to working with clients and their external tax and legal advisors to deliver the best financial advice possible. We seek to streamline, organize and coordinate clients’ day to day financial lives.
Our ApproachOur approach combines goal-based planning with personalized investment management. Investment decisions are made within the context of specific goals, risk tolerance and time horizon. We work with clients to define their goals and measure progress against those goals.
Our service model is collaborative and client-focused. Clients appreciate the depth and coverage of our team structure. Each client associate and relationship manager is charged to have an ongoing, personal relationship with every client. We strive to simplify clients' financial lives, solve problems and communicate effectively.
Our Range of Services
Our team provides knowledge, advice and strategies for a range of wealth management needs:
- Goal-based planning
- Digital Banking
- Long-term portfolio strategies
- Family Wealth Planning and Dynamics
- Trust and estate-planning strategy
- Wealth Structuring
- Credit and lending services from Bank of America, N.A.
- Concentrated and restricted stock services
*Banking products and services provided by Bank of America, N.A.
- Barron's—Top 100 Private Wealth Management Teams, 2021, 2022
- Forbes—Best-in-State Wealth Advisors, 2018-2022
- Forbes—America's Top 250 Wealth Advisors, 2017-2021
- Forbes—America's Top Advisors, 2016
- Wealth Management Magazine—Top 100 Wirehouse Advisors, 2016
- Barron’s—Top 100 Advisors in America, 2009-2010
- Barron’s—America’s Top 1200 Financial Advisors, 2009, 2010, 2016, 2017, 2018, 2019, 2020, 2021, 2022
- Financial Times—FT 400, 2014 and 2017
- Registered Rep—Top 100 Wirehouse Advisors in America, 2008 and 2016
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.