The McCauley McGuirk Group

Private Wealth Advisors
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We are committed to a culture focused on our clients and their goals, acting in their best interest, taking pride in service, and communicating effectively. As a team, we can work together to avoid mistakes and responsibly grow and preserve your wealth, legacy and financial wellbeing.

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.

Vic Diune

Wealth Strategist

Merrill

Anthony Imbriano

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #114531

Rawson Hubbell

Wealth Strategist

Merrill

Recognition

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

Gary L McGuirk

Forbes “Best-in-State Wealth Advisors”  2018 - 2022

Barron’s America’s Top 1,000 Financial Advisors 2009-2022

Financial Times –“Top 400 Financial Advisers”  2015 - 2019

Paul J McCauley

Forbes “Best-in-State Wealth Advisors”  2018-2022

Barron’s Top 1,200 Financial Advisors in 2009-2020

Financial Times –“Top 400 Financial Advisers”  2015-2020

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 seven 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 75 families, entrepreneurs, corporate executives, general partners, and business owners located throughout the entire country with an average investable net worth of $25 million. We oversee assets in excess of $3.6 billion on their behalf (as of 3/1/2022). We provide access to the full global resources of Merrill. The foundation of our client philosophy is to provide the highest level of service in the industry and to execute only the most sound strategies custom-fitted to each client.

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.

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.

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.

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.

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.

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 Suite of Services

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

    • The development and management of a specific asset allocation1 analysis and implementation plan responsive to each client’s goal
    • Evaluation of cash flow needs and examination of overall expenditures
    • Access to banking services.2
    • The use of traditional and alternative investment strategies.3
    • The integration of tax minimization strategies4, 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.2

 1Asset Allocation does not ensure a profit or protect against loss in declining markets.

2Banking products and services provided by Bank of America, N.A

3 Some or all alternative investments may not be in the best interests 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.

4Merrill, 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.

 

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.