The Klaasen Group

Private Wealth Advisors
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Your wealth is about more than investments. It’s about your life, your business and your family legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and sophisticated strategies for your financial life.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

John H Klaasen

John H Klaasen

Managing Director

Private Wealth Advisor

303.446.5528
Paul K Addo

Paul K Addo,

Vice President

Private Wealth Manager

303.446.5533
Amy L Henry

Amy L Henry

Senior Private Wealth Associate

303.446.5534

Additional Resources

Bryan Austin

Bryan Austin

Wealth Strategist

Rachel A Fitzpatrick

Rachel A Fitzpatrick

Structured Credit Executive

Daniel H Mandel

Daniel H Mandel

Trust Specialist

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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 Klaasen Group Core Values

1. Honesty and Integrity
2. Open and Honest Proactive Communication
3. Transparency
4. Commitment to Life-Long Learning
5. Respect for our Clients, our Team, and Our Community

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group 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 its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch 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.

Our Philosophy

We believe that 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 sophisticated, highly customized 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 DRIVE Process

The Klaasen Group has developed and refined a goals-based wealth management process to help address clients’ financial problems with thoughtful advice and guidance. 


    • Discovery: During discovery meetings we get to know each client or family member and what matters most to them.

    • Reflect: We combine information obtained in the discovery with the world-class technology and resources available exclusively to us by Merrill Lynch to create the financial roadmap to our clients’ goals.

    • Implement: Each clients’ roadmap is used to determine the appropriate strategies needed to achieve the goals of their unique wealth plan.

    • Verify: We continually evaluate each client account to help ensure the investment strategies implemented are aimed at their goals.

    • Evolve: Our goal is financial well-being. Our goals-based wealth management process is designed to evolve as our clients and their lives evolve, whether it be major life events or changing retirement goals.

Our Clients

The Klaasen Group manages the personal and business finances for a select group of successful families and individuals. Our clients work with us because we are a team of highly knowledgeable financial advisors, appointed as their financial counselors because they may not have the time, inclination or expertise to do it themselves.

We limit the number of individuals and families we serve in order to dedicate the time and attention needed to tend to our clients’ high level wealth planning and preservation needs. They value our wide range of strategies and resources, from estate planning services to charitable giving to setting up a trust. In many cases, we collaborate with other member of their professional team such as attorneys or CPAs. We take the trust clients place in us very seriously and because of that trust our relationships go beyond finances. With The Klaasen Group it’s not about industry benchmarks — it’s about you and your goals.

Our Mission

The Klaasen Group serves as the indispensable wealth management and preservation counsel to clients and their families with significant assets. Our objective is to enhance our clients’ lives, allowing them to focus on what matters most, as we care for every aspect of their financial life by aligning our process and strategies to pursue their goals now and for generations to come. We genuinely care and make it our priority to provide an extraordinary experience through quality service.

Let's have a conversation.

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch 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 strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

The Klaasen Group