G/M Group

Approach

When you work with our team, you gain a partner dedicated to serving you and your family across generations. Our approach is personal, transparent, and designed to evolve as your circumstances change. We take the time to understand your family's priorities, values, and long\-term objectives, allowing us to develop customized strategies that reflect your unique financial picture. We remain by your side, providing thoughtful guidance as you navigate opportunities, transitions, and the complexities that come with managing wealth over time.

Capabilities

We deliver customized, comprehensive strategies designed to address the full scope of our clients' financial lives—serving both high\-net\-worth individuals and families, as well as businesses and institutions. For individuals and families, our focus extends beyond investment management to include wealth preservation, liquidity planning, philanthropy, and multigenerational wealth transfer. We work closely with clients to develop tailored strategies aligned with their long\-term goals and legacy priorities. For business owners and corporate clients, we provide guidance on the financial complexities of building, managing, and transitioning a business. Through our corporate retirement plan practice, we support companies in designing and overseeing retirement programs, alongside delivering appropriate investment management solutions for both organizations and their employees. By leveraging the global investment capabilities of Merrill and the integrated banking and lending solutions of Bank of America, we provide a coordinated and disciplined approach to managing wealth—helping our clients navigate complexity with clarity and confidence.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition