We focus on two distinct areas: institutional wealth management and guiding business owners through the sale of their companies. Our experience lies in navigating the complexities of institutional wealth management—centered around regulation, compliance, and risk mitigation —and the intricate demands of selling a business, which involve strategic business planning, personal financial planning, successful deal execution.

Our team holds the prestigious Merrill Institutional Consultant (MIC) designation, awarded to fewer than 120 advisors at Merrill. This distinction underscores our ability to deliver tailored, sophisticated financial strategies for both institutions and business owners seeking to sell their businesses.

Given our dedication to resolving complex issues, we carefully select a limited number of clients each year. This helps ensure that we can provide the highest standard of white-glove service. We invite you to explore how our exclusive approach can help you achieve your financial aspirations.

*Merrill Institutional Consulting™ (MIC) is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra‐high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. Bank of America, the Bank of America logo, Merrill and Merrill Institutional Consulting are registered trademarks of Bank of America Corporation.