The GTZU Group
The GTZU Group at Merrill Lynch Wealth Management is led by its three partners, International Wealth Advisors: Juan C Tapia Camou, Jorge Gomez Del Campo, and Luis Zaragoza. Each has over 25 years of experience in the financial services industry internationally and in the United States. Their multinational business acumen has helped them thrive in both cultures and environments by putting clients first and developing close relationships. The team works with both domestic and international ultra-high net worth individuals, their families, and their businesses in order to provide multigenerational wealth planning.
The teams core values revolve around client communication and privacy by providing a personalized approach to relationship management. The team prides themselves in providing an exemplary client experience and believes that good relationships are built through teamwork and involvement. Financial services could be seen as a commodity and what we feel differentiates the GTZ Group is the attention to detail in each interaction and level of service by providing clients with a main point of contact for their financial needs including wealth management strategies, lending solutions, as well as banking through Bank of America.
Through the use of a disciplined wealth management process the team advises clients on how to achieve their investment objectives within their risk tolerance focusing on developing portfolio strategies, asset allocation and diversification. The goal is to help clients understand the process of planning for their wealth as well as the challenges and opportunities presented by the markets, and the impact this can have on their full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
