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.
CPFA®, CRPC™
CPFA®, CPWA®, SE-AWMA™
CFA
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.