Berlin/Hales Wealth Management Group

Merrill Private Wealth Management
520 Newport Center Drive
Newport Beach, CA 92660
(949) 721.7281
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Managing significant wealth requires a high level of forethought, strategy, and service. Our team strives to exceed even the most demanding expectations, serving a select group of highly accomplished families like they have never been served before.  
Berlin/Hales Wealth Management Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Our Approach
The Berlin Hales Group

Located in Newport Beach, California, we work closely with entrepreneurs, executives, and their family members around the country. We serve the whole family – through multiple life stages, priorities, and aspirations. Our advice encompasses both sides of the balance sheet, pinpointing possible efficiencies and advancing a more purposeful and thoughtful deployment of wealth. Our team addresses the complexities and opportunities that significant wealth can entail. We draw on more than 85 years of collective experience as a team, forged in tackling the intricate challenges that accomplished families encounter.

As members of Merrill Private Wealth Management, we offer the focused attention and refined resources that clients require, bolstered by the stability, security, and selective entrée that are hallmarks of Merrill.

We believe we are different in important ways:

  • Process. We are disciplined, systematic, and detailed in addressing your needs; we work extremely well together as a team, focusing our energies and skills to help advance your goals
  • Transparency. We want you to know what we are doing, why we are doing it, and what we aim to accomplish. We are clear in communicating how your performance compares to appropriate benchmarks. You deserve nothing less
  • Access. You have our attention; we are resolute in unwinding issues, communicating answers, and keeping you apprised of status
  • Mindset. We enjoy deep relationships with a limited number of clients; we work hard to earn—and retain—that trust.
Meet Our Team
Mark Hales
Senior Vice President, Private Wealth Manager
949.721.7280
Louis Berlin
Senior Vice President, Private Wealth Manager
949.721.7282
Timothy Taraba,

CIMA®

Private Wealth Manager
949.721.7283
Nicki Nie
Assistant Vice President, Private Wealth Associate
949.721.7281
Tahlia Anwar Nie
Officer, Registered Private Wealth Client Associate
949.721.7284
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Brandon J Sanford
Division Structured Credit Executive
Bank of America, N.A.
Kimberly P Auerbach
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637449
Jean Y. Kim
Private Wealth Strategies Advisor
About Private Wealth

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.