Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. we will work to help you pursue your goals through personalized wealth management strategies.
The VBC Group is a wealth management team that focuses on the needs of ultra-affluent executives, entrepreneurs, and private equity partners located throughout the United States. As members of Merrill Private Wealth Management, we serve a select group of clients who demand in-depth knowledge, high touch service, and an unwavering focus on their financial priorities.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
