The Hunter-McCormack Group
We partner with both wealth creators and multigenerational families, helping them navigate the challenges and opportunities that accompany significant wealth. Every client’s financial landscape is uniquely complex, so we deliver highly personalized guidance—leveraging the full strength of Merrill’s Private Wealth Management resources—to optimize and elevate every dimension of their financial lives.
We believe your unique goals should guide every financial decision and anchor the foundation of your financial strategy. By aligning our strategies with what matters most to each client, we empower them to pursue long term goals with confidence, make informed decisions, and bring clarity and organization to their complete financial picture.
When wealth takes on a certain scale, its management can become complex and time consuming. At The Hunter-McCormack Group, we help relieve that pressure, managing multiple facets of wealth so that clients can focus on the people and priorities they most value.
We've advised ultra-high-net-worth clients throughout our careers, so we understand the intricacies of their situations. Each client is different—a singularity that we honor through the depth and rigor of our approach. Clients from varied paths seek our assistance, including C-suite executives, private business owners, entrepreneurs, and successful families.
We are a close-knit team that derives genuine satisfaction from helping people thrive. Here are a few of the ways that we look to provide a different kind of client experience:
- An enduring relationship. We build—and retain—meaningful relationships with the clients we serve. Our knowledge of each family—their preferences, needs, dynamics and aspirations—allows us to serve as trusted confidantes and members of their inner circle. That knowledge, we believe, is difficult to replicate, cementing our long-term ties.
- A deeper engagement. We invest significant time with the clients we serve, delving into their situations and developing a perceptive understanding of the issues they face. For ultra-high-net-worth clients, "the exception" often proves to be more applicable than the rule. Our team is highly skilled in unwinding the complexities of significant wealth, helping clients capitalize on opportunities, identify possible gaps in planning and execution, and enact a more cohesive approach to their financial lives and legacies.
- An emphasis on client ease. Our goal is straightforward: to help clients reduce stress, regain time in their lives, and enjoy the positive outcomes of wealth—for themselves and for future generations. We offer the knowledge, acumen, and perspective that substantial wealth demands. Most important, we bring character and integrity to our work, embedding these qualities in our day-to-day decisions.
If you would like to discuss how your needs align with our team's capabilities, please see the red "Contact Us" button at the top of our webpage.
AWMA™
CFP®
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
