When clients achieve substantial wealth, their needs and expectations naturally change.  They face complex investment decisions, unforeseen opportunities and unpredictable challenges. We are focused on helping our clients address those challenges by delivering services and strategies worthy of those with extraordinary financial needs.

We work closely with our dedicated specialists to develop customized investment ideas and proposals for our clients.  Combined with Merrill’s goals-based wealth management platform, we provide financial strategies tailor-made specifically for high and ultra-high-net worth individuals and families. 

Our objective is to help clients preserve and build their wealth while making it possible for them to pursue their multi-generational, philanthropic and other legacy-planning objectives. We put the client’s needs in the forefront of our process and work with the industry-leading technology at our disposal to assist them at each critical decision point.We give clients the opportunity to create a framework for their wealth so they can take advantage of changes in the world around them.