Kunze & Associates welcomes you to experience Private Wealth Management at Merrill. Focused on your unique needs, we offer a breadth of talent that addresses the complexities of intergenerational wealth, business owner transitions, and families who require special care coordination. As Private Wealth Advisors, business owners, and a married couple, Jennifer and I connect in a unique way with those we advise, especially business owning families. Our experienced, highly credentialed, multi-generational teams work well with founders, key business executives, the Next Generation, and extended family members. Together, we offer the extensive resources of a global financial leader with the dedication and feel of a family business. We welcome you to establish a relationship with us, where Family, Stewardship, and Wise Decisions represent our core values.
Fewer Clients, Deeper Relationships You can expect to receive the extra time and attention it takes to know and serve you well. Connecting with each generation of your family through tailored advice and education promotes your well-being. Our team offers decades of experience navigating the complexities of generational wealth and family dynamics to address your unique requirements.
Wealth Management That Expresses Your Values
Good stewardship is a lifelong process that aligns your personal values with your wealth. You can rely on professional guidance that aligns your values with your investments and other key areas of your financial life, including de-risking your personal balance sheet, estate and charitable strategies planning, and pursuing the full potential and value of your business.
Collaboration with Rigorously Trained Advisors for Clarity
Sustaining wealth over generations is not likely to succeed if left to chance. Close collaboration with our highly credentialed team (CFA, CFP professionals, CEPA, CPWA, CRPC designations) - networked with a wide range of trusted experts and industry leaders within Merrill and Bank of America – fosters wise decision making and clarity on next steps. Access to leading technology, Merrill's Center for Family Wealth, and a team you can trust provides the insights, skills, and confidence to help you succeed.
CIMA®
ChSNC®, CFP®
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.
