The Weil Group
The Weil Group provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a team of investment professionals who recognize the demands and the opportunities that significant wealth can pose. Our senior partner, Noel Weil, has worked at Merrill since 1991 providing our team with the knowledge base and professional network that allows us to fully engage the worldwide resources and depth of expertise of Bank of America and Merrill.
Our Philosophy
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.
Accolades
The Weil Group has been recognized by the following publications:
- Noel Weil: Barron's Advisor Hall of Fame(2021) 1
- The Top 100 Financial Advisors by Barron’s magazine (2012 - 2022)2
- The Top 1,200 Financial Advisors by Barron's magazine (2009 - 2022)3
- Barron's Top 100 Private Wealth Management Teams (2020 - 2022)4
- The Top 400 Financial Advisors by Financial Times (2013 - 2020)5
- Forbes Top Wealth Advisors List (2016 - 2022)6
_________________________________________
1 Barron’s “Hall of Fame” 2021
Published throughout 2021. Rankings based on data current list.
2 Barron’s “Top 100 Financial Advisors”
Published annually Mar – April. Rankings based on data as of December 31 of prior year.
3 Barron’s “America’s Top 1,200 Financial Advisors: State-by-State”
Published annually in March. Rankings based on data as of September 30 of prior year.
4 Barron’s “Top 100 Private Wealth Management Teams”
Published annually in April. Rankings based on data as of December 31 of prior year.
5 Financial Times ”400 Top Financial Advisers”
Published annually Mar – April. Rankings based on data as of June 30 of prior year.
6 Forbes “America’s Top Wealth Advisors”
Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year.
Our Offerings
Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation. We forego fads and impulse thinking believing that diversification and risk reviews are the bedrock of financial success.
We offer clients extensive experience in the following areas:
*Banking products and services provided by Bank of America, N.A.
A Commitment to Service
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.
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.