Our group leverages the experience of dedicated professionals to service the needs of wealthy investors. With advisors in Washington, DC, Boston, and Princeton, New Jersey, we serve families whose needs and values are at the center of our dedicated focus. Our services focus on three areas: protecting your financial independence; structuring a family legacy according to your wishes; and directing capital to reflect your values.
We have extensive experience helping executives integrate their equity and other compensation—including nonqualified deferred compensation plans, pension plans, and health savings and flexible spending accounts—into an overall wealth management strategy.
Executives of publicly traded corporations often receive a substantial portion of their compensation in the form of options on company stock and restricted securities. They must make difficult decisions about when and how to monetize these awards and how to handle the resulting concentrated positions. We can draw on our own experience with the issues surrounding option exercise and restrictions on insider stock sales, together with the expansive resources of Merrill, to assist clients with:
CEP, CFP®, CIMA®
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.