The Urrutia Group

Excellence isn't a goal—it's our standard. At The Urrutia Group, we listen first and design deliberately. We combine the attentiveness of a boutique with the full resources of Merrill and Bank of America to build strategies that scale with your life—focused on income, growth, capital preservation, tax awareness, and legacy. Our role is disciplined stewardship: clarify the objectives, calibrate risk and liquidity, and coordinate execution with dedicated specialists across investments, lending, banking, and trust services. We measure ourselves by clarity, discretion, responsiveness, and durable results over time—so you can move forward with confidence.

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.