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.
Team founders Nic Grala and Jason Kingshott have spent their entire careers addressing the needs of ultra-high-net-worth clients. They are intimately attuned to the needs of the clients they serve.An incomplete list of services they provide include the following:* Tax and fee-sensitive investment management, including both public and private offerings.* Customized portfolio design, including building around concentrated positions.* Wealth-transfer strategies that align a family's interests and intentions with evolving tax legislation.* Next-generation stewardship initiatives that are designed to promote the continuity of family wealth and facilitate positive family dynamics.* Collaborating with external tax and legal advisors, as well as in-house specialists, to ensure a consistent and holistic approach to each client's financial picture.
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.
