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The Hetherington Group

Private Wealth Advisors

The Hetherington Group

Private Wealth Advisors
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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. 

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Brian J Hetherington

Barron’s Top 1,200 Financial Advisors in 2017 - 2021

Forbes’ “America’s Top 250 Wealth Advisors” in  2018 - 2020

Forbes “Best-in-State Wealth Advisors”  2018 - 2021

Solutions designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

The Hetherington Group

Our team maintains a strong network of clients, colleagues, friends and advisors. By drawing heavily on the parallel processing power of this network, we strive to improve the quality of our decision making. The strength of this network is our most valuable investment advantage.

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.

Our Philosophy

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 Process

We help a select group of individuals and families manage the varied aspects of their finances and investments. We identify client goals, create an investment 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 Approach

Our 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 investment 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
  • Philanthropy

Our Accolades

  • Barron's—Top 100 Private Wealth Management Teams, 2021
  • Forbes—Best-in-State Wealth Advisors, 2018-2021
  • Forbes—America's Top 250 Wealth Advisors, 2017-2020
  • 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
  • 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 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.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The Hetherington Group

Private Wealth Advisors