As a client of The Pearce Group, you'll have access to the experience and skill of highly trained financial advisors, who are supported by a wealth management platform and thought leadership program we believe are second-to-none. We offer an objective and flexible framework that we can use to help you organize your financial life, whether your aim is growth, wealth preservation, succession planning or wealth transfer.
We offer a highly disciplined wealth management philosophy, specifically targeted to address the needs of a high-net-worth clientele - individuals and families, corporate executives, business owners, foundations, venture capital firms and private and public businesses, including companies that interact with the New York Stock Exchange, AMEX, and NASDAQ. We also call upon Merrill specialists, as needed, to help us deliver wealth management strategies that focus on the long-range goals of professional athletes in the NFL, NBA, NHL, and MLB.
We begin each relationship by taking the time to fully understand each client's unique financial situation. We then use that information to shape a thoughtful, customized approach that can make use of numerous products and services from one of the world's largest full-service investment firms. Our global perspective helps you adjust to financial challenges and identify unique opportunities.
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.
CDFA®, CFP®, CKP®, CPFA®
CFP®, CPFA®, SE-AWMA™
CRPC™
CRPC™
CEPA®, 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.