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.
Our Core ValuesWe are defined by our values and by our commitment to complete objectivity and transparency in all areas of our investment advice. We are client centric. Our clients expect and deserve to receive guidance based upon objective, leading-edge and professional advice. We demonstrate integrity. We are committed to the highest standards of ethical behavior. We believe in collaboration. We are academically inquisitive thinkers and share our intellectual capital with our colleagues and clients. We are innovative. Our goal is to provide state-of-the-art strategies for our clients. Our services are transparent. We strive for complete transparency in the delivery of investment advice. We possess the academic knowledge and intellectual talent that enables us to draw on the analytical research of our firm so that we can develop customized strategies for each client.
Our Wealth Management ApproachOur disciplined, goals-based wealth management approach is designed to help you pursue your goals through an understanding of what matters most to you. Success is measured by the progress you make toward reaching your most meaningful goals. Investment strategies are tailored to meet the broad spectrum of your short- and long-term goals. We bring you opportunities for building, preserving, transferring and enjoying your wealth. As a customized strategy takes shape, our access to sophisticated resources and tailored investment opportunities may help make sure your wealth is used to its full potential.
Our CommitmentIn today’s changing world, significant wealth requires sophisticated, highly customized strategies. For our most elite clients, Merrill Lynch offers the Private Banking and Investment Group to help manage the complexities of substantial wealth. We take the time to understand what matters most to you and are distinctly qualified to serve your particular needs and those of your family and businesses. Our deep investment knowledge enables us to offer tailored strategies, advice and guidance typically reserved for large institutions. You also have access to the extensive banking capabilities of Bank of America. The result is designed to be both powerful and personal, a singular experience dedicated to building a lasting relationship.
Delivering a Boutique ExperienceSpecialized services and investment strategies for clients with at least $10MM in investable assets. Dedicated 1:1 relationships with highly experienced Private Wealth Advisors skilled in working with wealthy clients, their families and businesses to help them pursue their complex wealth goals. Access to global specialists, analysts and sophisticated services designed to cater to a wide variety of financial needs. Exclusive access to the investment insights of Merrill Lynch normally reserved for major institutions. Breadth and strength of banking resources from a global financial leader – Bank of America. Our consultative approach means we seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that best aligns with your needs.