Brunwin & Sierzant

Merrill Private Wealth Management
520 Newport Center Dr
Newport Beach CA 92660
(949) 721.7213
Learn more about an advisor's background on
Mission Statement
We strive to deliver straightforward advice and meaningful outcomes for our clients. Our process prioritizes planning that encompasses all elements of your balance sheet and financial affairs. We create a flexible roadmap that includes tax minimization strategies to help achieve those goals that are most important to you. We help bring clarity, comfort and understanding, allowing you to focus your time on the things that matter most - which may be family, business, travel and philanthropy.
Welcome

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 we 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 Approach
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.

Meet Our Team
Matthew Brunwin
Managing Director, Private Wealth Advisor
949.721.7213
Kevin Sierzant,

CEPA®

Managing Director, Private Wealth Advisor
949.721.7215
Chelsea Wetzel
Officer, Registered Private Wealth Client Associate
949.721.7214
Steve Kuan,

CFP®

Officer, Private Wealth Planner
949.721.7233
About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.