WelcomeThe Miller | Asher Group's novel approach to working with fewer clients, allows us to simplify and streamline their complex financial affairs, so that they can focus on the aspects of life they find most gratifying. We feel that our familiarity with the challenges of significant wealth provides our clients with a level of confidence that we can address nearly every financial need— large and small.
Using the firm’s considerable resources, The Miller | Asher Group provides our High Net Worth and Ultra High Net Worth clients institutional level access to portfolio strategies in areas such as equities, traditional fixed income, private equity, real estate, and hedge funds. Many of these strategies and offerings may be exclusive to clients whose considerable resources and experience demands financial strategies designed to address their complex, wide ranging financial needs.
We recognize that most business owners do not have a succession team in place; therefore, our comprehensive wealth management services includes assisting our clients with the disposition of their businesses while partnering with their CPAs, attorneys, and other third party advisors.
*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..
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.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.