Helping You Navigate The Financial MarketsFor more than 58 years, clients have looked to Wickham Cash Partners for personalized advice and guidance designed to help them preserve and grow their wealth, develop income strategies to support their evolving lifestyles while taking account their tax situation, endow charitable interests and leave behind a legacy for future generations.
Our depth of knowledge as Merrill Lynch Private Wealth Advisors to individuals and families with substantial wealth has shaped our approach. With reflection and insight, our Private Banking and Investment Group provides clients with advice and guidance, strategic thinking and the intimacy expected from a boutique-like financial services firm. In a world of 'round-the-clock financial information, and with new investment opportunities emerging daily, look to us to help you navigate the financial markets with a focus on today and an eye on the future.
With the investment insights of Merrill Lynch and the banking convenience of Bank of America, our value to clients stretches well beyond wealth management, extending to guidance and strategies for every aspect of your financial life.
Private Banking and Investment Group
The Private Banking and Investment Group provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with clients' other trusted advisors, including accountants, attorneys and tax specialists. We can provide access to trust and estate planning services through Bank of America specialists.
Defining a Clear StrategyMany of the clients we serve have built and sold successful public and private companies, and each of them has shared with us that they could not have been successful without a well-developed strategy. We believe that managing your personal wealth should be no different. That is why our process begins with a thorough review of your balance sheet, income requirements, future aspirations, philanthropic goals and a detailed discussion about what risk means to you.
With a clear strategy based on your objectives, risk tolerance, time horizon and liquidity needs, we help you fulfill your individualized allocation with an appropriate blend of active and passive investment strategies. We emphasize a degree of flexibility in all of our recommendations, so as not to limit you to any specific product or provider.
Knowing that change is constant, we will meet with you frequently regarding relevant updates in your personal and financial life. We will also review your investment performance and recommend changes when necessary to help keep you on target to meet your financial goals.
Individualized Attention, Customized Advice and GuidanceBy serving a select number of families, Wickham Cash Partners is able to offer you proactive, customized service. In today's world of automated attendants, we believe there is no substitute for the level of personalized attention you will receive from our team.
In fact, it's not uncommon to have two or three team members meeting with you on a regular basis — or multiple team members working together to address a complex situation on your behalf. Whether yours is an investment-related issue for our analysts or a wire transfer request for our service team, our goal is to provide professional service that we feel is among the best in the industry. We believe there is tremendous value in spending time with you face-to-face. As a client, you can expect regularly scheduled meetings with the added flexibility to meet with us at a moment's notice. Our approach to client service is designed to help bring structure and simplicity to your financial life.
Meet the ProfessionalsOur financial advisors have a combined 125 years of investment experience — 100% of it with Merrill Lynch. Our seven private wealth associates have an average of 10 years in the financial services industry, the majority spent with Merrill Lynch. We believe that this level of continuity helps us to build long-lasting client relationships, and we have found that these strong client relationships, when allowed to mature, have flourished through all types of economic conditions — often surpassing expectations. Furthermore, many relationships have broadened into two, three, even four generations of the same family. We believe this is a powerful testament to the insight, service, advice and guidance we provide.
Private Wealth Advisors to Individuals and Families
Early in Charles Wickham Jr.'s career, he made the decision to establish meaningful relationships with a select number of wealthy families. While considered unconventional at the time, Charlie believed that if he could truly understand clients' family dynamics, their balance sheets, their income statements and their long-term goals, he could help them develop a financial strategy designed to last for generations. Fifty years later, our team of professionals continues this tradition as Wickham Cash Partners.
Wickham Cash Partners has experience in helping clients in all stages of their life cycle — and we can help you.
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.