A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of wealthy 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, help you monitor it and 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 we 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.
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.
Who We AreThe Ryan Group is a Private Wealth Management team at Merrill Lynch that focuses on assisting ultra-affluent individuals and families navigate the financial aspects of their lives. With offices in Rochester, NY and Philadelphia, PA, our team manages a total of forty high net-worth households located throughout the United States. We have over fifty years of combined industry experience, and each of our team-members possess complementary skillsets that allow us to offer a robust and thorough suite of services. Our investment strategies are tailor-made for each client and built upon the unique aspects of their financial situation, so that we can provide the most accurate and practical wealth strategies possible for them and their families.
We understand the unique complexities, opportunities, and risks that accompany possessing substantial wealth, and our practice is ably suited to handle even the most obscure of challenges. Whenever clients are at a financial crossroads, we are there to help them make the most informed decision possible. Some of our areas of expertise include:
- Investment Planning, Management, and Risk Mitigation
- Wealth Transfer
- Alternative Investment Strategies
- Concentrated Stock and Liquidity Issues
- Private Sales and Divestiture
- Wealth Advisory
- Philanthropic Services
- Custom Lending Solutions
- Banking Services
We place great emphasis on the asset allocation process when developing wealth plans, ensuring that a client’s investments and risk exposure are consistent with their goals and financial profile. We consider both the degree of upside potential and an honest assessment of downside risk, in order to provide clients with a comprehensive view of their finances and the tools needed to achieve their goals.
*Some or all alternative investments may not be suitable 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.