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.
The Power TeamThe Power Team serves the unique needs of modern, ultra-high net worth, multi-generational families. Our clients include public company executives, private business owners, and billionaire family groups.
We help our clients and their companies access all of the global resources of Merrill & Bank of America. Our clients receive access to highly customized wealth management strategies, investments, lending & banking solutions, family office services, commercial banking, corporate lending, and investment banking resources. The Power Team at Merrill Private Wealth Management delivers "One Company" as a powerful single financial ecosystem at your service.
Our commitment to clients starts with a single idea, across all of our lines of business, based on a simple question that has been core to our firm’s legacy for over 240 years: “What would you like the power to do?”™
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.