The Shalhoup Group is a Private Wealth Management team based out of Merrill’s Flagship office in New York City. We have extensive knowledge and experience in stock compensation strategies, corporate benefits, and customized wealth planning. Many of our clients are top executives at the largest companies in the world. We are aware of the complexities and sophistication required to provide a white-glove approach to C-Level executives at large public companies.
What makes our team unique?
Our level of advice, service, and execution have differentiated us, and propelled our growth as a team. Our team’s infrastructure and personnel allow us to deliver the highest level of client experience to our executive clients & their families. The Shalhoup Group operates nationally and aims to provide on-going service to you & your family for multiple generations.
Our team is comprised of talented individuals with well-earned designations including a CFA, CPWA®, CFP®, CRPC™. The respective designations drive the gold-standard of advice around investment management strategy, estate planning services, retirement planning, as well as corporate benefits planning.
What services do we provide?
- Long Term Financial Strategies
- Investment Management
- Helping you Manage Your Equity Compensation
- Helping you with Concentrated Stock Management
- College Education Planning
- Trust and Estate Planning Services through Bank of America
- Wealth Transfer Strategies
- Credit and Lending through Bank of America
The members of The Shalhoup Group have over 100 years of combined experience in our industry; we believe our longevity is based on holding ourselves to high standards of honesty, professionalism, and respect.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFA
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.
