The Dartez Jessat Team is an experienced team within Merrill Wealth Management located in Whitefish, Montana. We work with wealthy families and individuals, providing them with tailored advice and a high-touch service model that demonstrates how much we value each relationship. We look to address the unique needs and interests of each person or family, helping clients navigate the overlapping spheres of their personal and professional wealth. Our team draws on a deep reservoir of knowledge, gained from advising similarly situated clients over many years, harnessing best practices and forward-looking ideas. We offer an integrated approach to wealth that encompasses investment management, as well as pre-liquidity-event planning, trust and estate planning services, cash-flow analysis, liability strategies, insurance analysis, concierge services, and family wealth dynamics. We advise clients throughout the United States, proud to contribute to their financial security and long-term well-being.

Here are a few of the ways we believe we're different:

• The dynamic nature of our collaboration. The capabilities of Merrill, with access to the banking resources of Bank of America, allow us to provide a powerful combination to the clients we advise. We also work with Merrill Private Wealth Management, broadening the suite of services at our disposal. Clients, we believe, will never "outgrow us," given the scale of these offerings.
• A genuine interest in you and your life. The clients we advise often become good friends, perceiving the depth of our care and the generosity of our intentions. When you speak with us, we believe you'll sense our sincere desire to help you advance your goals, identifying possible efficiencies across multiple aspects of your finances. Our wealth management knowledge is grounded in a heartfelt desire to serve you and the people you value.
• The scale and depth of a team. Led by Bradley Dartez and Megan Jessat, our team offers stability and continuity for years to come. Clients look to us for the depth we can provide, including access to specialists, such as wealth strategists and trust services; the Private Sales Referral Network (PSRN); and access to commercial and business banking, as well as residential lending, through Bank of America.