Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Located in Chicago, we are a private wealth management team that provides highly customized and coordinated financial strategies to ultra-affluent clients. We work with a select group of accomplished individuals and families who have complex needs. The clients we serve are busy and engaged individuals with a number of competing responsibilities: personal, professional, and philanthropic. We unify and streamline concurrent priorities, designing initiatives that seek to advance multiple goals.
In an era in which a "holistic approach" is too often trumpeted as an achievement, we view cohesion, integration, and coordination as the very baseline of our approach. Our goal is straightforward: we seek to provide ease and simplicity in whatever financial matters are important to the clients we serve.
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.