Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Our team of investment professionals provides financial services and strategies to a select group of highly accomplished individual and institutional clients. Located in Century City, Los Angeles we serve clients throughout the United States. Our team is led by four veteran investment professionals, David Tracy, Charles Tharnstrom, Chris Chapin, and Len Kortekaas, who collectively have over 100 years of investment experience. We cater to sophisticated individuals, families and institutions who value the intellectual rigor and clear mindedness of our approach. Clients include entrepreneurs, Fortune 500 executives, hedge fund, private equity and investment management principals, entertainment professionals, ultra affluent families, owners of private corporations and non-profit organizations.
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
