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.
The Voit Kunze GroupThe Voit Kunze Group is a private wealth management team within Merrill that works with a select number of highly prosperous families throughout the country. The clients we work with are different not only in their achievements, but in their essential makeup: the values they hold, the curiosity they possess and the interest they exhibit in managing their wealth to improve the lives of their families and communities.
We are privileged to guide a number of affluent families and individuals in adopting a long term, multidimensional perspective on wealth. We recognize that our families are much more than their money. We are fiercely interested in engaging with the whole individual – his or her history, extended family, interests, passions, pursuits and concerns.
We see wealth management as a means to greater satisfaction in life and we invite you to learn more about our team and the way in which we do business differently.
A Moral and Empowering Framework for Decision MakingThe families who engage our team are nice people. While this analysis might sound simplistic it is true. Clients respond to our emphasis on a moral and educational framework for decision making. We believe that financial management is most prudent when it integrates what is most important to each individual and family. We focus on empowering those we serve through thoughtful guidance and education so that they feel competent and comfortable that they have made the best decision for themselves and their families.
Then we work with a client we spend significant time determining his or her attitudes, hopes, expectations and apprehensions about wealth. We use this indepth discovery to inform and infuse our customized strategy for each client encompassing investment management, wealth transfer strategy, tax minimization, cash flow analysis, banking and philanthropy.
We strongly believe in the value of family education. We host gathering for our clients cultivating an environment in which our guests can analyze trends, trade ideas and share findings with similarly successful people.
Centered on the Family
Our approach is designed to advance and accentuate the positive outcomes of wealth for multiple generations. We realize that family dynamics take many forms. Clients want to enhance the lives of their children, parents, siblings, inlaws and grandchildren. We invite multiple members and generations of families to meet with us because we believe that it is crucial to engage the extended family in order to facilitate good communication and responsible attitudes toward wealth. We offer the services of a number of specialists in family communication, conflict resolution and family meetings so that our clients and the people they care about can find greater meaning and satisfaction in their financial and family lives.
Rigorous Investment Management
Sound investment management is a cornerstone of our group. The size and scale of Merrill enables us to tailor investment strategies that align with our clients’ priorities while advancing their financial goals.
As a leading global financial firm Merrill has the dedicated resources to evaluate independent investment managers all over the world. The firm’s open architecture platform allows us to pursue investment opportunities wherever they are. This breadth promotes selectivity enabling us to customize investments by style, priority, industry and methodology. The result is a purposefully crafted portfolio that reflects a client’s individual parameters. In this way we marry the institutional strength of Merrill with the highly customized and selective approach of the Voit Kunze Group.
The Questions We Help Answer
Clients come to us with varying needs. We harness the resources of our team and a wider network of specialists to design customized strategies that respond to those needs. We operate as an intimate, client focused boutique within Merrill, a global leader with world wide resources and capabilities. Here is a small sample of the questions we help answer:
How can I preserve my lifestyle while still being prudent with my money?
How can I help my children and grandchildren retain the values that are important to me?
How can I find meaning and satisfaction through the choices I make with my money?
How can I enhance the effectiveness of my charitable giving?
How do I create a long term financial strategy that reflects what is most important to me?