We help wealthy individuals get financially organized, so their assets and aspirations have generational impact.
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.
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.
When your wealth takes on a certain scale, its management typically becomes more demanding. At the Wahlberg Team, we understand that inflection point. We’ve helped an accomplished clientele unify and streamline multiple aspects of their wealth.
Clients look to us for a range of needs. Some come to us with definitive goals and ask us to forge the path to pursue their ambitions. Others look to us to enact the structures and strategies today that can impact generations for decades to come. And still others look to us to regain a precious asset—time—allowing them to focus more fully on their families, professions, or passions.
We’re a tight-knit team that is serious about our work. We tend to become deeply ingrained in clients’ lives, walking with them through life’s important junctures, serving as reliable guides and trusted friends.
Clients entrust us with their most precious asset—their families—referring multiple generations to our care. We’re deeply honored by that trust, striving to deliver a preeminent wealth management experience to every individual and family.
As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.
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.
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 rising 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.
Your wealth is not simply a tally of your assets and liabilities—it is a reflection of your past sacrifices and hard work, and a promise for the future. At the Wahlberg Team, we appreciate all that you have done to attain your success. We know there are goals you want to accomplish, obligations you want to honor, and intentions you want to fulfill. We are wholly dedicated to helping you advance those aims.
We offer the tools, techniques, and technology to help you tackle important priorities in your life and wealth. But most important, we believe, are the integrity and heart we bring to our work.
Many wealth managers rely on a similar toolbox of capabilities. But it’s the mechanic behind the tools, we believe, who makes the difference. Our team is composed of the kind of “mechanics” that people want—savvy and strategic, but also honest and forthright.
It’s been said that wealth management is part art and part science. At the Wahlberg Team, we strive to do both parts exceptionally well.
The pace of life has accelerated over the decades. It often seems like there’s more to do, and less time to do it. At the Wahlberg Team, we look to relieve some of the stress of that imbalance. Clients look to us as a single, reliable, go-to resource for a host of needs.
We tackle the areas you want to work in harmony—investments, trust and estate planning services, business and succession planning, charitable giving, and access to banking and lending through Bank of America. But we also address those once-off situations that require focused problem solving and deft coordination. Whether you have a new business venture to pursue, a family concern you want to remedy, or an administrative question that needs prompt attention, we are here for you—and more.
Our team founder, Ed Wahlberg, has guided an accomplished clientele over many decades. Discreet by nature, he serves as a reliable sounding board for ideas large or small, offering the candor and perspective to help you pursue sound decisions. Our Private Wealth Senior Investment Manager, Steve Szeligowski, offers quantitative acumen and timely analysis, helping you weigh multiple variables and decision points. And Renee Moreau, the heart of our service team, brings warmth, know-how, and operational excellence, cementing how much we value you—not simply as a client, but as a person we care deeply about.
If you have a question or concern about your wealth, or you simply want to consider some new ideas, reach out to Ed Wahlberg, Private Wealth Manager, at edward_wahlberg@ml.com.
Merrill Private Wealth Management is committed to providing a select group of 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, and help you 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 Merrill 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 the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
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.
Get the latest investment insights, tips and strategies to help you live your best financial life.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.