The Irick Group

Private Wealth Advisors
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Your path to wealth is unique and is about a lot more than just investments. It’s about your family, your work, and your legacy. The Irick Group is devoted to helping you be purposeful with your wealth planning and your impact on the community. We start where you are and go where you want to be.  

Inclusion, respect, and empathy are our core values. We are dedicated to serving our clients and our community. We believe in doing well by doing good.

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.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Clauter Charleston

Alternative Investments Regional Specialist

Bank of America, N.A.

Heather Smitley

Wealth Management Banking Specialist

Merrill

Kevin Ip

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Myah Moore Irick

Upcoming Events

Private Viewing of The Polar Express

One Allegheny Ave, Pittsburgh, PA 15212

December 1st, 2022

Visit the North Pole this season- without even needing a train ticket. 

We have reserved the Rangos Giant Cinema (at the iconic Carnegie Science Center), for an exclusive viewing of the holiday classic, The Polar Express. Based on the book by Chris Van Allsburg, the movie stars Tom Hanks and we will experience this together in 3D. Enjoy a hot chocolate from the hot chocolate bar and grab a small to-go snack before heading into the theatre. Get into the spirit of the season, with The Irick Group, before The Polar Express leaves the station.

This is a private event.

    For more information: 412.566.6477 or brianna.sullivan@ml.com

    Past Events

    Incorporating Real Estate into Your Portfolio: an Introduction to the Blackstone REIT

    September 8th, 2022|12:30 PM - 1:15 PM EST

    Alternative Investments, specifically real estate, may play an important part in helping clients reach their goals by attempting to provide growth, stability and diversification in a range of market conditions. 

    We are pleased to host Fran Golden, Managing Director of Private Wealth Solutions at Blackstone for a conversation on:

    Incorporating Real Estate into Your Portfolio: an Introduction to the Blackstone REIT
    Thursday, September 8, 2022
    12:30pm-1:15pm EST

    Fran will be providing a timely update on the Blackstone Real Estate Income Trust (“BREIT”) and the importance of alternative investments as a tool for volatility reduction.

    We will also have time for audience Q&A.

    *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

      Planning with Purpose: The Celebration

      October 6th, 2022|6:00 PM - 7:00 PM EST

      Join our team for an intimate, virtual conversation that will help prepare families on how to structure a strategy and a plan for your big celebration, as well explore creative trends in the premier wedding and event space.

      We are pleased to host Elizabeth Priya Kumar, founder & CEO of Premini Events on:

      Planning with Purpose: The Celebration
      Thursday, October 6, 2022
      6:00pm-7:00pm EST

      Elizabeth Priya Kumar is the founder of Premini Events, a nationally renowned luxury wedding and event planning agency. Her work has been featured in the New York Times, Harper’s Bazaar, BRIDE’s Magazine, The Knot and more. 

      We kindly request that you RSVP here by September 21st.

        Educational Session: How to Prepare Your Practice For a Sale

        October 25th, 2022|6:30 PM - 8:00 PM EDT

        This educational session will provide you with a wealth of information regarding practice transition strategies and how to go about preparing your practice for a sale. Don’t miss this opportunity on Tuesday, October 25, 2022 6:30 p.m. - 8:00 p.m. (EST) to start planning your future and maximize the value of your practice.

        Topics to be discussed:

        • Current and future market conditions
        • How to maximize the value of your practice
        • Identify pitfalls to avoid when transitioning
        • Structuring the sale from a legal perspective
        • Post-sale retirement investing options
        Please reach out to Brianna Sullivan to register for this event. 

          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 Philosophy

          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.

          Our Approach

          Inclusion, respect, and empathy are the Irick Group’s core values. We are dedicated to serving our clients and our community. We believe in doing well by doing good.

          We help people use their wealth to lead purposeful, fulfilled lives.

          We are a team of advisors within a global financial services powerhouse who are devoted to helping people build, preserve and manage their often sudden wealth. We take very seriously the responsibility of sharing insights and strategies to help you sustain wealth across generations. We offer resources to support all aspects of your financial life - including banking, credit, investment management, philanthropy, and wealth planning. We focus on the complete financial picture – not just a single account.


          *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

          Investment Statement

          Investment Manager – We compose the asset allocation for your portfolio in response to several variables specific to you including market conditions, family goals, time horizon, risk tolerance, liquidity needs and income requirements. As these criteria evolve, so too will the composition of the portfolio. We align your personal values with your investments through various implementation strategies including customized value based portfolios and screens. We utilize the expansive platform available to us at Merrill to implement investment vehicles that span both global public and private markets, with an eye towards cost efficiency. We should be aware of what we own and why we own it. 

          Wealth Coach – Emotions can skew perceptions of risk and result in dramatic impacts on not just portfolios but also achieving financial goals. We discuss your values, goals and intentions at length so that in times of both turmoil and euphoria, we act as a sounding board to stay on plan. Our focus is long-term. Short-term market performance can be a distraction and a lure away from good discipline. The way we communicate with you and report on progress is designed to mitigate reactive behaviors and make your portfolios purposeful.  

          Risk Manager – Understanding your risk tolerance, and incorporating it into investment portfolios, is just one aspect of risk management. We help to define risk in a way that goes beyond market volatility and addresses obstacles specific to a family’s wealth plan and estate plan. We define success not by benchmarks but by the realization of your stated goals and the impact that you would like to achieve. 

          Sudden Wealth

          Receiving a substantial amount of money quickly, presents opportunities as well as challenges. As someone new to wealth-- whether you are an entrepreneur, professional athlete, lottery winner or inheritor-- you understand the significant decisions that you have ahead of you. Your grit and determination has helped you to succeed in challenging environments in the past, and will also provide a foundation for the unique financial needs that come with wealth. Our team works with a select group of ‘sudden wealth’ individuals and families, as they pursue their financial and legacy goals.

          We act as your guide and help you be purposeful & intentional with the impact that your wealth has on your family and your community. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer strategies designed to simplify the complexities of your financial life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies and education of family members to help bring your legacy vision to life.

          Impact Investing

          Inclusion, empathy and respect are our core values. We believe that you can do well while doing good.

          How can your dollar invested have an impact? Impact investing is investing for the potential to make a financial return as well as generate a measurable, beneficial social or environmental impact. Today, more and more people from all walks of life want to learn about how their money can be used to create social and environmental impact.

          Impact investing allows us to expand the dialogue from, "What goals do you want to pursue for your life?" to include, "What goals do you want to achieve for the world around you?"

          We know that structuring portfolios to help foster good corporate practices has enormous potential to change investments, lives and communities.

          We at the Irick Group build deep relationships with our clients by talking with them about their goals and most importantly about their personal values. During these discussions, clients are increasingly articulating impact-oriented goals alongside their overall financial priorities and we can offer a broad range of impact investing opportunities, including custom portfolios, mutual funds, exchange-traded funds and Separately Managed Accounts to help clients pursue their goals. In particular, we can build portfolios in line with your religious beliefs, desire to support women & girls, environmental goals, or your personal values around social equality & inclusion.

          Your investments can generate social and environmental impact alongside the potential for financial returns. Now ask yourself, “How do I want to be the change and is my wealth invested aligned with my purpose?”




          *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

          Intergenerational Family Wealth

          As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.

          Corporate Executives

          We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

          Company Founders, Private Business Owners & Entrepreneurs

          When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

          Nonprofit organizations

          Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Private Wealth Management, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide access to the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.

          Women

          As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges — for example, planning for the statistical probability of outliving a spouse — managing your finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.

          Professional Athletes

          As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that help you to succeed in a challenging environment, and the unique financial needs that come with your success. Merrill Private Wealth Management works with a select group of current and former professional athletes as they pursue their financial and legacy goals. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies for the operation of a business, and education of family members to help bring your legacy vision to life.

          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.