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.
Wright Hudak Zabel Group
Our group works with and for a select group of clients, most of whom have created wealth in a single generation. We offer guidance to a wide variety of people, including business owners, entrepreneurs, senior corporate executives and their families. We serve clients located across the country from our offices in Chicago, Illinois and Phoenix, Arizona overseeing $2.7 billion in total assets.1
Our senior partners have received a number of accolades:
- Barron’s magazine, “Top 1,200 Financial Advisors,” 2009 – 2020.2
- Forbes' "Best-in-State Wealth Advisors," 2020.3
- The Financial Times, ”Top 400 Advisors,” 2016 – 2017.4
1As of close of business 01/27/2020.
2Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
3Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
4Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). For more information about the selection criteria, go to http://details-he.re/fWZZLQ. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Often, prospective clients are referred to us after a liquidity event occurs or when a milestone event is anticipated. Our core services include guiding clients in portfolio construction, tactical reallocation and rebalancing. We take into account specific wealth objectives, your time horizon, tolerance for risk, income and liquidity needs, tax sensitivities and our assessment of opportunities in the capital markets. We know that tax efficiency is a key to investment returns and growing your wealth in the short and long term. Among the services we offer through access to Merrill specialists are:
- Post-event wealth structuring strategies
- Pre-merger and acquisition and pre-initial public offering strategies
- Concentrated stock, diversification and monetization strategies
- Portfolio construction, reviews and tax minimization strategies
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Our primary investment objective is to grow portfolio assets over time, while preserving capital and minimizing risk. We build on more than 50 years of collective financial services experience and a deep knowledge of the capital markets to guide a select group of clients in making strategic investment decisions.
Our collective experience gives us extensive insight into the dimensions of managing your net worth, investing prudently and preserving your wealth for future generations. As Merrill private wealth advisors, we combine the individual attention and independent advice and guidance you would expect from a financial services boutique with the global resources and technological capabilities of one of the largest wealth management firms in the U.S.
Thoughtful Questions and Careful Listening
This process is designed to guide clients in articulating their most cherished goals and deepest concerns—not only in the financial realm, but in their lives. We ask searching questions like these:
- What do you want to accomplish with your wealth?
- What are your life goals and priorities?
- How do you envision your family in five, 10 or 20 years?
- Do you want to plan for the transfer of wealth to the next generation or leave a legacy of values, beliefs and life lessons?
Through careful listening, we can help clients to tailor highly customized, proactive wealth management strategies that align with their individual goals and needs.
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 approach 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.