The Ahm Private Wealth Management Group

Name: The AHM Private Wealth Management Group
Address: 999 Waterside Drive, Norfolk, VA, 23510, US
Telephone: (757) 446-4045

Merrill Private Wealth Management

999 Waterside Drive

Suite 1100

Norfolk, VA 23510

(757) 446-4045

Learn more about an advisor's background on

Merrill Private Wealth Management Matani | Paschold Offices: Norfolk, Williamsburg, Richmond, Virginia Beach As the primary wealth management resource for a limited number of clients, we are structured to help them prosper personally and professionally. How do we do this? By crafting highly customized strategies that allow them to fulfill visions for their families, enterprises and employees. Click Here for our Brochure

The Ahm Private Wealth Management Group

Merrill Lynch Wealth Management

WelcomeRecognitionMeet Our TeamInsightsAbout Private Wealth

Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition

Aashish Matani

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2020-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2020-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Aashish Matani

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2020-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2020-2023

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Click here to learn more about advisor recognitions

Meet Our Team

Aashish Matani,

CFA®,CIMA®,CPFA™,CPWA®

Managing Director, Wealth Management Advisor

757.446.4045

Amy A Paschold

Vice President, Senior Financial Advisor

757.220.5118

Tanya Merchant

Assistant Vice President, Financial Advisor - AGP

757.446.4041

Insights

Market briefs

Do you have a Retirement Spending Plan?

Diverse Trend Report (B/AA): Building on success

Q&A: How can I make the most of my inheritance?

Because it’s never too early to start saving — a Roth IRA for teens

Making sense of today’s fixed income market

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

About Private Wealth

Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth Advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help you grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.