As a multi-generational legacy team, we help client families streamline the complexities of significant wealth. We’ve built our team to provide continuity and connectivity across life stages and priorities. Our structure and approach nurture each family’s long-term legacy through customized advice and guidance.
As a multi-generational legacy team, The Locniskar Pursel Biddinger Nienberg Rochow Group helps client families streamline the complexities of significant wealth. The team has been built to provide continuity and connectivity across life stages and priorities. The team structure and approach nurture each family's long-term legacy through customized advice and guidance.
The Locniskar Pursel Biddinger Nienberg Rochow Group prides itself on unparalleled experience and service to its client base. The group is designed to service all needs of any existing family of significant wealth with an advisor group that we will match to the generation of client from patriarch (matriarch) to grandchild. Given the depth of the team, we have created a legacy business that will last long after the patriarch (matriarch) has passed on. Prior to establishing a new relationship, it is vital to identify the expectations of our clients so that we may provide a consistent and reliable level of service. We have a consistent investment process that has stood the test of time from volatile to bull markets since the 1970s. Our process starts with the needs of the client, which we then match to the appropriate allocation and mix of assets. We aim to provide the highest level of service as it pertains to your individual, family and business goals.
CEPA®, CPFA®, CRPC™
CPFA®, CPWA®, SE-AWMA™
CFA
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.
