RSL Group

Private Wealth Advisors
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We provide wealth management solutions and personalized attention to a limited number of wealthy individuals and families. We combine our experience and understanding of complex financial needs with the broad capabilities of a global institution to help address your goals.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Our Principles

Integrity matters—to us and to the people we serve. Our character comes through in our work, reflecting who we are as people, as well as professionals.

We believe that clients know when they are well served—that they can discern our genuine commitment to their well-being.

Here are a few of the principles that guide our work:
  • We are active listeners. We work with a limited number of clients, so we’re able to invest considerable time into our relationships. Our goal is to ask good questions, identifying possible issues, as well as opportunities. We think deeply and carefully about each client’s situation, keeping clients top of mind and striving to add value in any way we can.
  • We embrace client priorities as our own. We’re skilled problem solvers—anticipating what is ahead, weighing possibilities, taking methodical action, and seeing issues through to a satisfying conclusion. Typically, clients have several options to consider; we help them arrive at the appropriate solution that reflects the hierarchy of their objectives.
  • We understand family dynamics. We’ve worked with ultra-high-net-worth clients for many years, so we’re sensitive to the issues that wealth can create. We strive to help clients pursue the beneficial outcomes of wealth and side-step possible pitfalls. Each family is unique, a singularity we appreciate. We look to help families articulate their own vision for their wealth, advancing those aspirations through steady guidance and coordinated advice.

Enduring Relationships

Substantial wealth is different in its demands and its opportunities. At the RSL Group, we understand the intricacies that ultra-high-net-worth clients encounter. Typically, complexity is not linear – it’s exponential. Clients often have intersecting priorities and interests. They recognize that their situations require more than cursory advice and rote solutions.

It’s in those situations that we can add the most value. We’re a close-knit team of professionals with extensive experience guiding a highly accomplished clientele. We bring integrity and acumen to our work, demonstrating a deep regard for clients and for each other.

We appreciate the unique circumstances of each client, addressing those aspects with an intensive focus on the needs of each person or family. Our approach is deep, deliberate, and painstaking. We take the time to know clients beyond their balance sheet, serving as trusted guides, discreet sounding boards, and reliable collaborators.

Together, we look to support clients in fulfilling the long arc of their ambitions, helping them pursue the positive outcomes of wealth—as they define them.

Clients We Serve

Headquartered in Greenwich, we serve clients throughout the United States who value the sustained leadership and coordination we can provide.

Clients hail from diverse paths. Many are hedge fund and private equity principals, real estate investors, entrepreneurs, and family offices. Others have charted their own path to wealth. Whatever the source of clients’ wealth, they tend to share common characteristics:
  • Their wealth has become complex, requiring deeper specialization.
  • They are interested in preserving wealth across generations.
  • They have accomplished much in their lives and want to share that success with others.
  • They appreciate the value of their time. 
We believe our team is particularly well suited to advance the needs of ultra-high-net-worth clients, stemming from three features of our practice:
  • Continuity.  We have purposely structured our team to align with the needs of multigenerational families. We aim to be a single, reliable resource for decades to come, nimble in our approach to the demands of different life stages.
  • Breadth.  We look to deliver the enterprise to the clients we serve, identifying the capabilities that can help clients expedite their priorities and resolve their needs. As members of Merrill Private Wealth Management, we offer a different spectrum of resources specially designed for the needs of an accomplished clientele.

Client Service

The clients we serve tend to have multiple commitments – personal, professional, and philanthropic. We strive to make their lives easier and less stressful, so they can focus their energies on the people and pursuits they value most. Our local service team is the linchpin of our high-performing culture.   We are committed to providing each customer with a highly personalized experience, where inquires are handled and resolved efficiently.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.