Your wealth is not an end. It’s a means to accomplish the goals that are most important to you, during your lifetime and beyond. Whether your focus is on running a business, caring for your family members and future generations, supporting the causes you care about, or enjoying life in retirement, we can help you create wealth management strategies that reflect your individual priorities.
Genuine care for you and your family – not just your finances – is our priority. We want to help you prosper in all the ways that are meaningful to you. Many of our conversations with you may be about deeper concerns that have a financial dimension.
A customized financial strategy is just one of the tools we use to help you pursue your goals. Our integrated approach to wealth management planning considers every aspect of your financial life, from business succession and legacy planning to risk management and tax efficiency.
As your private wealth advisors, we’re committed above all to developing a deep personal relationship with you and your family that is grounded in integrity and mutual trust.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.
CFP®, CIMA®
CFA, CFP®, CIMA®
AWMA™
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.
