The CKWM Group
The CKWM Group is a Chicago based - Private Wealth Management team specialized in serving Ultra-High-Net-Worth entrepreneurs and families. Consistently ranked as one of the top teams in the UHNW space, CKWM specializes in working with business owners, public company executives and private equity and hedge fund general partners.
The Team is focused on serving a limited number of clients, so they can deliver the attention and strategies you need and deserve. The CKWM Group offers customized, guided access to the vast resources available through Merrill and Bank of America. CKWM has experience working with clients like you and specialized training to help address the complexities of an evolving world.
Barron’s “Top 250 Private Wealth Management Teams” 2024, 2025 Published annually in May. Rankings based on data as of December 31 of prior year.
Forbes “America’s Top Wealth Management Teams Private Wealth” 2024 List Published on November 13, 2024. Rankings based on data as of March 31, 2024.
Forbes “Best-in-State Wealth Management Teams” 2023, 2025 Published annually in January. Rankings based on data as of March 31 of prior year.
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.
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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.
