Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what's most important to you.

Our team focuses on a limited number of high-net worth families, endowments, and private family foundations nationwide. We value our client relationships and are committed to providing objective, customized strategies and exceptional personalized service.

We recognize that our clients have different goals and objectives and we believe this should be reflected in a personalized investment policy detailing risk parameters and time horizon. Our advice encompasses asset management, liability management, estate preservation, philanthropic planning and next generation education.

We work closely with our clients' attorneys, accountants and other advisors so we may provide a disciplined, goals-based wealth management process, that has flexibility to adapt to an ever changing economic environment. Our goals based approach enables clients to measure their progress in meeting their personal goals, not just beating benchmarks.

In practice, our philosophy creates long term relationships that span market cycles and generations.

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.