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.
Trusted Advisors to a Selective Clientele
The Klinger Quan Group works closely with a select group of individuals and families throughout the United States, helping them pursue their unique priorities for their lives, wealth, and legacies. As members of Merrill Private Wealth Management, the team offers a refined caliber of strategy, tactics, and service that address the distinctive challenges that significant wealth can entail. Skilled problem-solvers, the team recognizes that success can be accompanied by multiple decision points that require a deft hand and practical insight. Drawing on their direct experience with similarly situated families, the team seeks to generate forward-thinking strategies that unwind the complexities and capitalize on the opportunities inherent in each client’s circumstances.
A Deeply Personal Experience
The team prides itself on knowing—and serving—clients exceptionally well; their relationships often develop into long-term friendships, grounded in a natural camaraderie and closeness. This intimacy yields meaningful advice and guidance centered on client priorities. If a client has a question in mind or a “wrinkle in the brow” about a financial issue, the team wants to be the go-to resource—whatever the hour or day. The team looks to connect clients to a broad complement of capabilities, marshaling the diverse offerings of Merrill and Bank of America across multiple business lines. They seek to be an effective sounding board—lending the 30,000-foot view on a new idea—while also tackling the day-to-day intricacies and complications that substantial wealth can involve.
At the Intersection of Multiple Needs
The Klinger Quan group seeks to be helpful beyond the traditional scale. Creative thinkers, they look to anticipate issues and circumvent obstacles, smoothing each client’s path forward toward meaningful goals. They offer a suite of integrated services, unified through painstaking analysis, design, and implementation. Their offerings include the following strategies and services, among others:
- Customized portfolio management
- Pre- and post-liquidity event strategies
- Concentrated and restricted stock strategies
- Trust and estate planning services
- Wealth planning and cash flow analysis
- Access to structured lending through Bank of America, N.A.
- Business banking services
- Air, auto, marine, and art financing
*Banking and lending services provided by Bank of America, N.A.
Mindful of Wealth Preservation
The team is privileged to advise a number of wealth creators who have achieved significant attainments through hard work, diligence, and ingenuity. Mindful of these efforts, the team places a premium on long-term wealth preservation and down-side risk mitigation. Having witnessed numerous market cycles and economic conditions, the team relies on established investment principles designed to help clients pursue a clear objective: more dollars compounding more often. As seasoned portfolio managers, they embed the insight and understanding that can only be derived from first-hand experience. Closely attuned to each client’s lifestyle requirements and cash-flow needs, the team employs a tax- and risk-sensitive perspective that reflects their emphasis on long-term growth, diversification, de-correlation, and consistency.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.