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.
Helping You Move Toward Your Goals
With more than 65 years of combined experience, the Paxinos, Lamberti, Bilton & Associates team members are well equipped to assist with a broad spectrum of complex wealth management needs. We work with affluent individuals and families, business owners, financial professionals and professional athletes, whose needs include managing risk in the present and preserving and growing their wealth for themselves and future generations.
A particular strength of the team is our experience in helping individuals and families navigate around a concentrated wealth position—such as a private business, a concentrated stock position or a significant income or cash event—to create a diversified and risk-managed portfolio that prioritizes income and financial stability. Combining the intensely attentive advisor team service with the sophisticated capabilities and resources of a global investment firm, we seek to help clients pursue their dreams through personalized service, knowledgeable advice and guidance and disciplined investment management based on an in depth understanding of their personal priorities and financial position.
Strategies for Institutions
Working closely with specialists in the Global Institutional Consulting Group, we can provide public and private foundations, endowments, not-for-profit organizations, qualified and nonqualified retirement plans and insurance companies with access to a broad spectrum of capabilities, including investment consulting and philanthropic and nonprofit management, to help them pursue their mission and fulfill their oversight and governance responsibilities. Among the services available to clients are:
- Investment policy statement development and review
- Asset allocation modeling
- Assistance with selecting investment managers, including alternative investment managers when appropriate, and manager due diligence
- Portfolio construction and tactical investing
- Regular portfolio reviews
- Board member education on such topics as the relationship between risk and return and portfolio construction
At the core of our service to organizations is a systematic and disciplined investment process that enables us to identify your objectives, respond to your changing needs and develop customized strategies designed to help you pursue your long-term goals.
*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.
*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as
“MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.
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.