As our client, you will have access to a collaborative team with diverse backgrounds and complementary skill sets. We’re unified by our commitment to a consistent wealth management approach, a strong work ethic, and exceptional care for clients and each other. Together, we offer a lattice of services and support for clients with complex wealth.
DEEP EXPERIENCE: We’re a team of veteran advisors averaging 25 years of wealth management experience. Throughout our careers, we have advised professionals, senior executives and wealth creators. So, we understand the intricacies that significant wealth entails. We welcome challenges; in fact, we thrive on them. Each of us contributes knowledge and insights to help you pursue your financial goals with purpose and precision.
EXTENSIVE NETWORK: One of the most satisfying aspects of our work is connecting clients with our professional networks, within Merrill. We are your entrée to the robust resources and capabilities available through the Merrill Private Wealth Management Group. We’re proud to collaborate with the Venture Network, a unit of Merrill’s Venture Services Group that introduces unique relationships with private equity and venture capital investors to an approved population of Private Wealth Advisors. At your request, we can also lead effective collaboration with your external tax and legal advisors.
EXCEPTIONAL CARE: Our seasoned client service team takes the time to know you and your family, your priorities and preferences. Their goal is to exceed your expectations by creating a client experience that extends beyond the usual definition of service.
Time is an asset that can’t be expanded. If you are a busy senior executive, entrepreneur or wealth creator, the demands on your time are significant. Your personal and professional commitments may leave little time to manage the increasing complexities of your wealth.
That’s where we can add value. Our clients are accomplished people who prefer to focus their considerable energies where they can have the greatest impact. We’re skilled in addressing the intricacies of significant wealth, giving you more time to pursue the business and personal goals that are most important to you.
Whatever your goals are – investing in a start-up, selling a business, creating a legacy, retiring and starting a new career – we can help you design financial strategies to align with them. We have extensive experience working with:
- Emerging growth companies, including venture capital, founders, general partners, and management teams.
- Attorneys and other professionals
- Multigenerational families
The people we work with have achieved exceptional success in their businesses and careers. As leaders, they are frequently approached by their peers for professional recommendations. We’re proud that many of our client relationships begin with referrals from other clients who value our experience, skills and insight. When the time is right, we can invite you to speak with some of them.
“We admire our clients. We feel privileged to advise people who we believe are changing the world through their work and their wealth.”
- John Myers, Private Wealth Advisor
Our team takes a planning-based, process-driven approach to wealth management for sophisticated clients with nuanced needs. We believe our services are best suited for people with complex wealth challenges who value the insights and perspectives of an experienced, professional team.
Our mission is to help you achieve financial outcomes that align with your individual goals. We focus on building long-term relationships where we can get to know you well, taking the time to understand your priorities, passions and what wealth means to you. As your goals evolve, we’ll work together with you to develop detailed wealth management strategies that reflect your aspirations for yourself, your family and your business.
We begin with a thorough assessment of your wealth: what it is, where it is, and what you want to accomplish with it. Then, we work with you to define your goals and build customized portfolios around them. We look at your wealth from multiple angles, including tax and estate planning concerns. Often, we can look around corners to help you spot potential issues and prepare for future financial events.
We think you’ll find our style refreshing. We strive to be candid, direct and informal while encouraging deep dialogs with clients.
“We measure our effectiveness as much by the lives we touch as by the assets we manage. Over the years, we have built relationships where we can have honest conversations about sensitive financial concerns.”
- Tony Canini, Private Wealth Advisor