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.
Wealth Management and access to Private Banking services
Clients usually come to The Hise/Lowry Group with significant assets. We understand that
most clients seek to use their wealth to work toward significant achievements, to explore new
possibilities, and to strive to leave a legacy that can last generations. Our goal is to join you on
that journey and offer the tools, resources and insight that can help create a smoother path.
Helping to meet every financial need:
In conjunction with the investing capabilities of Merrill Lynch Wealth Management and the banking convenience
of Bank of America, N.A., our team can offer you highly customized wealth management
services that integrate virtually every aspect of your financial life. We can help with:
- INVESTMENT STRATEGIES customized portfolio recommendations as well as optional
discretionary portfolio management
- WEALTH TRANSFER asset and trust recommendations to help move assets efficiently as part of a lifetime transfer to family or charities, or as part of an estate plan
- TAX MINIMIZATION STRATEGIES strategies designed to earn tax-free income or
distributions, and/or tax-deferred investments
- PHILANTHROPY AND CHARITABLE SERVICES developing strategies to focus your giving and help you clarify how to use your resources wisely, measure progress and move closer to your goals
- RETIREMENT PLANNING SERVICES long-term investment recommendations, as well as
lifestyle and expense management strategies, and income and distribution strategies
- REAL AND INTELLECTUAL PROPERTY strategies to help track and, if desired, monetize the value of real estate, fine art and other collections, copyrights, patents and rights
- ACCESS TO PRIVATE BANKING SERVICES premier checking, money market and CD accounts, as well as credit
cards, bill payment and other bank services tailored for high-net-worth clients
- ACCESS TO CREDIT AND LENDING SERVICES a range of lending choices, including personal and business lines of credit, equipment and facility financing, securitized lending
The Hise Lowry Group
The Hise/Lowry Group offers you the services of Merrill Private Wealth Management Group professionals, giving you direct access to the global investment resources and capabilities of the firm. We provide the personal service of an exclusive and select boutique-like firm and focus on small numbers of ultra-high-net-worth clients in order to devote the necessary time and understanding needed to help manage great wealth. Our rigorously trained private wealth advisors, James Hise and Michael Lowry, can offer you advice and guidance on business succession, wealth transfer, trusts through Bank of America N.A., private equity, real property and more.
To be able to provide the personal attention and responsiveness they are committed to offering clients, James and Michael team with Merrill financial advisors who can add insurance and investment analytics and access to Bank of America Private Bank's trust and estate planning services to The Hise/Lowry Group’s overall capabilities.
We think that, once you see our approach to wealth management, you’ll see it’s the kind you need and deserve. Thank you for considering The Hise/Lowry Group at Merrill Lynch Wealth Management for your wealth management services.
*Some or all alternative investments may not be suitable 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.
People often ask us about our approach to helping affluent families bring clarity and
structure to their financial lives. There is no secret. It’s a simple concept: we put the
You see, we’ve found that putting the numbers last is the best way to put the client
first. Rather than start with complex spreadsheets and investment matrices, we take a
different approach—one that starts with the how, the what and the where: your stories
behind your numbers.
HOW is your wealth created? WHAT attitudes do you have about money that drive your financial decisions? WHERE do you want your wealth to take you?
Once we have that deep understanding, the numbers become clear—and so do our
strategies. We can help you organize your income and expenses so that everything,
from paying regular living expenses to funding complex wealth transfer strategies,
becomes easier and more efficient. We can help you refine your portfolio so that it’s
built upon assets that make sense relative to their risk and utility toward your goals.
And we can help you design a wealth management strategy based on your values on
We offer private wealth management that seeks to enhance the quality of your life
while helping you preserve and potentially grow your assets.