Our team caters to two core groups, a dual focus that inherently enhances our service model to both. In working with institutional clients, we consult to some of the best financial minds in the industry, spurring us to maintain our edge in investment research, portfolio allocation, and tax policy. In working with affluent individuals and families, we engage with a network of successful clients whose wealth management concerns are personal in nature but institutional in scale. By addressing the financial needs of both of these core constituencies, we amplify our skill and effectiveness in helping institutional and individual clients alike. We are passionate about doing things the right way. As a result, we hope that we provide clients with the confidence to focus on and fulfill their mission.
Our team caters to two core groups, a dual focus that inherently enhances our service model to both. In working with institutional clients, we consult to some of the best financial minds in the industry, spurring us to maintain our edge in investment research, portfolio allocation, and tax policy. In working with affluent individuals and families, we engage with a network of successful clients whose wealth management concerns are personal in nature but institutional in scale. By addressing the financial needs of both of these core constituencies, we amplify our skill and effectiveness in helping institutional and individual clients alike. We are passionate about doing things the right way. As a result, we hope that we provide clients with the confidence to focus on and fulfill their mission.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
