Kunze & Associates

Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

Family, Stewardship, Wise Decisions

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.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Jill Sovick

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #444294

Paul Pellegrini

Wealth Management Banking Specialist

Merrill

Strategies 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

Kunze & Associates

Kunze & Associates is a private wealth management team within Merrill that works with a select number of highly prosperous families throughout the country. The clients we work with are different not only in their achievements, but in their essential makeup: the values they hold, the curiosity they possess and the interest they exhibit in managing their wealth to improve the lives of their families and communities.

We are privileged to guide a number of affluent families and individuals in adopting a long term, multidimensional perspective on wealth. We recognize that our families are much more than their money. We are fiercely interested in engaging with the whole individual – his or her history, extended family, interests, passions, pursuits and concerns.

We see wealth management as a means to greater satisfaction in life and we invite you to learn more about our team and the way in which we do business differently.

Kunze & Associates Value Promise

FAMILY, STEWARDSHIP, WISE DECISONS

 
FAMILY

Fewer Clients for Deeper Relationships

You can expect to receive the extra time and attention it takes to know and serve you well.  Connecting with each generation of your family through tailored advice and education promotes your well-being.  Our team offers decades of experience navigating the complexities of generational wealth and family dynamics to address your unique requirements.

 

STEWARDSHIP

Wealth Management That Expresses Your Values

Good stewardship is a lifelong process that aligns your personal values with your wealth.  You can rely on professional guidance that aligns your values with your investments and other key areas of your financial life, including de-risking your personal balance sheet, estate and charitable strategies planning, and pursuing the full potential and value of your business.

 

WISE DECISIONS

Collaboration with Trusted Experts for Clarity

Sustaining wealth over generations is not likely to succeed if left to chance.  Close collaboration with our highly credentialed team (CFA, CFP professionals, CEPA, CPWA, CRPC designations) - networked with a wide range of trusted experts and industry leaders – fosters wise decision making and clarity on next steps.  Access to leading technology, Merrill’s Center for Family Wealth, and a team you can trust provides the insights, skills, and confidence to help you succeed.

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.

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.

Technology Entrepreneur

As a technology entrepreneur, you focus relentlessly on what’s next. Yet as you look ahead to each new venture or cutting-edge innovation, it’s important to maintain the financial foundation that helps power your success and helps you take advantage of potential opportunities as they arise. We have experience helping entrepreneurs and business owners balance their personal lives with their life’s work. We understand the challenges you face every day, whether managing your newly achieved success or gaining access to the liquidity you need as seed capital or for personal expenses. We are dedicated in providing the experience and resources to help support your ongoing success.

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.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Rigorous Investment Management

Sound investment management is a cornerstone of our group. The size and scale of Merrill enables us to tailor investment strategies that align with our clients’ priorities while advancing their financial goals.

As a leading global financial firm Merrill has the dedicated resources to evaluate independent investment managers all over the world. The firm’s open architecture platform allows us to pursue investment opportunities wherever they are. This breadth promotes selectivity enabling us to customize investments by style, priority, industry and methodology. The result is a purposefully crafted portfolio that reflects a client’s individual parameters. In this way we marry the institutional strength of Merrill with the highly customized and selective approach of the Voit Kunze Group.

The Questions We Help Answer

Clients come to us with varying needs. We harness the resources of our team and a wider network of specialists to design customized strategies that respond to those needs. We operate as an intimate, client focused boutique within Merrill, a global leader with world wide resources and capabilities. Here is a small sample of the questions we help answer:

How can I preserve my lifestyle while still being prudent with my money?

How can I help my children and grandchildren retain the values that are important to me?

How can I find meaning and satisfaction through the choices I make with my money?

How can I enhance the effectiveness of my charitable giving?

How do I create a long term financial strategy that reflects what is most important to me?

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.