Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
MacMahan, Tater, & Associates is a Private Wealth Advisory team for C-Suite executives, entrepreneurs, & multi-generational families. As our client, our relentless commitment is dedicated to simplifying the complexities of your life; drawing from our extensive experience, celebrated collaboration with our team of specialist, and our unwavering passion to deliver excellence & intangible value, we will work with you to help meet all of your financial & personal goals.
We serve a small number of significant clients providing the highest caliber of strategies and services that attests to our deep-seated interest in client well-being. Our clients look to us to streamline their financial complexities posed by their dynamic lives. We implore the opportunity to serve as your trusted advisors to develop personalized strategies to unwind complexity and deploy wealth efficiently.
We understand that affluence can entail a level of decision-making and coordination that can be daunting. As Private Wealth Advisors, we help our clients navigate critical crossroads in their financial lives, helping them make informed decisions that reflect their own distinctive circumstances and goals. We have deep firm knowledge and believe Merrill offers the greatest resources and opportunities for our ultra-high-net-worth clientele. We take a holistic approach to wealth, embedding multiple disciplines within our analyses, strategic designs, and service models as well as support from our team of specialist along with our broad breadth of resources across our entire enterprise including:
- Customized portfolio management
- Planning-based services
- Liability management
- Income Planning
- Trust and estate planning strategies
- Tax Minimization strategies
- Wealth advisory
- Philanthropic services
- Corporate Executive Services
- Exit Strategy Planning
- Concentrated equity management
- IPO Services & Support
- Pre- and post-sale strategies for business owners
- Administrative and lifestyle services
- Custom Financing
- Access to personal and corporate banking through Bank of America, N.A.
- Airplane Financing
- Art Lending
We are truly here to serve & be of value.
CIMA®, CPWA®, CRPC™
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.
