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.
New Canaan Wealth ManagementOur team maintains a strong network of clients, colleagues, friends and advisors. By drawing heavily on the parallel processing power of this network, we strive to improve the quality of our decision making. The strength of this network is our most valuable investment advantage.
We are an 18-person wealth management advisory team with over 418 years of combined industry experience located in New Canaan, Connecticut. We serve affluent and ultra-affluent clients throughout the United States. Clients are drawn to our group because of our experience, knowledge, and responsiveness. We maintain strong, long-term relationships with clients who appreciate our analytical investment approach and high level of personalized client service.
Clients We ServeToday’s accomplished investor needs more than information. It takes the assistance of wealth management professionals with the experience and acumen to put that information into context. We serve the complex wealth management and investment needs of a limited number of executives and entrepreneurs in the consumer products, media, information technology, and real estate industries as well as private equity and hedge fund principals, among others.
Investment ProcessOur team maintains a strong network of clients, colleagues, friends and advisors. We gain valuable insight and idea flow from this group. By drawing heavily on the parallel processing power of this network, we strive to improve the quality of our decision making. The strength of this network is our most valuable investment advantage.
We work closely with clients to define their long-term financial goals and manage their wealth with purpose over generations. Our approach represents the marriage of personalized investment management and ongoing financial strategy. We believe that investment decisions can only be made in the context of specific, time-bound and consumption-oriented goals.
We believe the best way to preserve and grow wealth is through a strict discipline that encompasses good research and oversight. Our investment process is driven by a capital-needs analysis and a dynamic and informed view of the business cycle. We emphasize a value investment discipline and maintain a contrarian mindset when constructing portfolios. Our goal is to maximize portfolio returns over a full market cycle, while maintaining a focus on preservation of capital and minimizing downside risk. We take a long-term approach to investing with the goal of compounding wealth over years.
We seek to streamline, organize, and coordinate clients’ day-to-day financial lives.
We go beyond investment management to deliver access to services and strategies including:
- Asset allocation and portfolio modeling
- Family wealth and next generation planning strategies
- Trust and estate planning strategies
- Private banking, including customized credit and lending through Bank of America, N.A.
- Concentrated and restricted stock management
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 approach 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.