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.
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.
About UsWe are a Private Banking & Investment Group Team that tailors strategies and services to address clients' complex financial needs.
MKG & Associates is a wealth management team that provides strategies and services to ultra affluent clients. We work with business owners, entrepreneurs, affluent families, foundations and endowments throughout the Midwest to address complex financial needs. Our team is distinctive in the caliber of our people, the breadth of our offerings and the intensity of our service ethic. We bring a deep rooted humility to our work that transcends trends or buzzwords. We look to create lasting value for clients by spurring integrated action that addresses life’s most important priorities.
Expansive Offerings Defined by Personal Attention
Our team looks to help clients with the financial issues that intersect their lives. We offer a suite of services that is expansive in its scope, but personal in its scale. We insist on customizing our offerings to client needs; the services that follow are just a sampling of the ways that we look to advance client goals:
- Investment management
- Portfolio design
- Liquidity event strategies: pre and post
- Tax minimization strategies
- Succession strategies
- Asset placement strategies
- Wealth transfer strategies
- Lending services of Bank of America, N.A.
- Access to Family Office Services
Multi Generational in Our Approach
We recognize that wealth preservation is not a short term endeavor. Our team is attuned to the needs of multiple generations of client families. Our outreach incorporates traditional elements such as estate planning strategies in addition to innovative programs including family meetings, seminars and retreats. We look to foster the transfer of vision and values in conjunction with balance sheet wealth.
Clients look to us for direction in clarifying the responsibilities, challenges and opportunities of significant wealth. Throughout our engagements we look to support families not simply in establishing the vehicles and services that help them advance toward their goals, but in following through on a personal level. We are a tightly knit team and adopt that same immediacy with the families we serve.