Our team specializes in serving the sophisticated needs of multi-generational families, many with private business backgrounds. At MG & Associates, we believe in delivering the intimacy of a boutique experience paired with the global strength of a leading financial institution. Our team is dedicated to fostering lasting relationships built on trust, discretion, and exceptional service.
We believe your financial journey should be a source of comfort and confidence, not complexity. That's why we coordinate every dimension of wealth management, empowering you to focus on what matters most—family, business, and the legacy you leave for future generations. With time, attention, and unparalleled expertise, we bring clarity and purpose to your financial life, now and for years to come.
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.
