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.
Corporate Executives
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.
Intergenerational Family Wealth
As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps us to see and share best practices to help you achieve them.
Family Offices
As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.
Entertainment Industry Professionals
As rewarding as success in the entertainment industry can be, income is often cyclical and careers can be subject to swift change. Managing your finances requires a disciplined, knowledgeable and experienced approach to help ensure you are able to live as you want, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like service to a select group of successful entertainment professionals. Drawing on the extensive capabilities of a global institution, we offer financial strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.
Professional Athletes
As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that help you to succeed in a challenging environment, and the unique financial needs that come with your success. Merrill Private Wealth Management works with a select group of current and former professional athletes as they pursue their financial and legacy goals. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies for the operation of a business, and education of family members to help bring your legacy vision to life.
Company Founders, Private Business Owners & Entrepreneurs
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.
How Our Clients Benefit
David Jancisin founded The Jancisin & DiSilvio Group in 1976 as a sole practitioner. As the financial world evolved, so did his client’s needs. Families with significant wealth need more access & attention so they don’t miss any opportunities. Specialized experts are required to focus on areas beyond investments to help maximize your wealth’s full potential. More experience is required to help increase efficiency and eliminate wasted time and money.
Today, The Jancisin & DiSilvio Group is a multi-disciplinary team of highly skilled, compassionate professionals with more than 100 years of combined financial services experience. Our large, dedicated team offers strategic guidance to a select group of affluent families, corporate executives, business owners, professional athletes, and institutions across the country. For your convenience, and to enhance our commitment to personalized attention, we have offices strategically located in Pittsburgh and Robinson, Pennsylvania and Los Angeles, California.
As our multigenerational family business approaches its fifth decade, we remain committed to providing our clients with individually tailored advice, personalized attention, effective communication, and extraordinary service. Our diversification in age, as well as acumen, gives us a unique collective insight into the history and future outlook of wealth management. It helps us meet a variety of financial needs that may occur during the various stages of your life and the lives of your children and grandchildren.
Every member of our team brings essential academic, professional, and financial training necessary to serve all of your wealth management needs. We strive to continually improve our skills and knowledge and routinely earn designations and attend symposia on a wide range of wealth management and financial services topics. More important than the intellectual strength and knowledge that this education represents, the depth and breadth of our decades of real-world experience helps us tend to a multitude of areas of your financial life, no matter how complex.
· Investment management
· Trust and estate planning strategies
· Customized credit and lending solutions
· Private banking services
· Institutional consulting
· Intergenerational wealth transfer services
· Business owners’ services
· Philanthropic solutions
· Family office services
Strategies for Institutions
The Jancisin & DiSilvio Group can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America and Merrill Global Institutional Consulting (GIC). Through our relationship with GIC, we can put the resources and intellectual capital of Bank of America and Merrill to work to help companies, including asset-based insurance companies, credit unions, middle-market banks, and other fraternal benefit societies prepare strategies to help meet their investment needs.
We help companies address today’s complex investment challenges by providing access to a broad spectrum of institutional investment strategies typically reserved for larger institutional investors and aligned to their needs and goals. Our mission is to harness the power of one of the world’s largest global financial firms on behalf of clients through an intimate client-consultant relationship.
- Custody assets
- Bond management and trading
- Managed equities
- Alternative investments* through UHNW Select Opportunities
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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.
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