The McCauley McGuirk Group

Private Wealth Advisors
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Paul J McCauley

Paul J McCauley

Managing Director

Private Wealth Advisor

617.946.8051
Gary L McGuirk

Gary L McGuirk

Managing Director

Private Wealth Advisor

617.946.8050
Leonard Frank Arabia

Leonard Frank Arabia,

Vice President

Private Wealth Relationship Manager

617.946.8055
Erin M Kelly

Erin M Kelly,

Senior Private Wealth Associate

617.946.8053
Kristin M Sickorez

Kristin M Sickorez,

Officer

Senior Private Wealth Associate

617.946.8052
Molly G Williams

Molly G Williams,

Senior Private Wealth Associate

617.946.8054

Additional Resources

Jacqueline Q. Sullivan

Jacqueline Q. Sullivan

Structured Credit Executive

Rawson Hubbell

Rawson Hubbell

Wealth Strategist

Victor W Diune

Victor W Diune

Trust Specialist

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Gary L McGuirk

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Financial Times –“Top 400 Financial Advisers” 2016, 2017, and 2018

Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” 2009 - 2019

Paul J McCauley

Forbes “Best-in-State Wealth Advisors”  2018 and 2019

Financial Times –“Top 400 Financial Advisers” 2016, 2017 and 2018

Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” 2009 - 2019

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

Who We Are

The McCauley/McGuirk Group is a leading wealth management team of six highly trained professionals with deep experience in the financial and planning issues that are most important to ultra-affluent families, trusts, and foundations. Located in Boston, we advise approximately 65 families, entrepreneurs, corporate executives, general partners, and business owners located throughout the entire country with an average investable net worth of $30 million. We oversee assets in excess of $2.1 billion on their behalf (as of 02/05/2019). We provide access to the full global resources of Merrill Lynch. The foundation of our client philosophy is to provide the highest level of service in the industry and to execute only the most sound investment strategies custom-fitted to each client.

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.

Our Integrated Approach

We take great care focusing on the asset allocation* process, creating highly customized wealth plans based on the principles of risk management, liquidity, and customized advice. We bring objective, fresh analysis to the multitude of options available to every investor. We believe in the use of non-proprietary money management firms and select them carefully to make use of their skills to invest client funds. Collaboratively, we work with clients to develop the most productive allocation of their assets—focusing not only on the upside potential, but bringing a realistic assessment of the downside risk. With that in mind, we design dynamic plans that can adapt to a family's ever-changing needs. We also offer services to assist clients with effective wealth transfer strategies and focus on helping to prepare the younger generations for the responsibilities of significant wealth which awaits them. We recognize that most clients are looking for a holistic, yet simplified approach that allows them the time to pursue the activities and ventures they want by working with a team of individuals that they know will defend and protect their best interests.

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.

Our Suite of Services

Our solutions for clients incorporate all corners of their financial lives based upon their risk tolerance, time horizon, liquidity needs, and overall investment goals. Included in many plans are the following:

    • The development and management of a specific asset allocation analysis and implementation plan responsive to each client’s goal
    • Evaluation of cash flow needs and examination of overall expenditures
    • Access to banking services.**
    • The use of traditional and alternative investment strategies.*
    • The integration of tax****, wealth transfer, philanthropic and wealth planning
    • The coordination of a client's wealth plan within a significant concentrated equity position of a closely held business
    • The introduction to creative lending solutions.***

*Asset Allocation does not ensure a profit or protect against loss in declining markets.

**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.

***Banking products and services provided by Bank of America, N.A.

****Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.

 

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 wealth, 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 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 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 we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The McCauley McGuirk Group