The Hunter-McCormack Group
We believe significant wealth brings both opportunity and responsibility. Our role is to help clients make thoughtful decisions that protect what they’ve built, support the people and causes they care about, and create enduring impact across generations.
Who we serve: Our clients are wealth creators, executives, and multi-generational families navigating significant financial complexity. They often have sophisticated balance sheets, multiple advisors, and evolving priorities—and are looking for a trusted partner to bring clarity, coordination, and confidence to every decision.
What we do: We act as a central advisor across all aspects of our clients’ financial lives. By integrating investment strategy, estate planning, tax considerations, and philanthropic goals, we help ensure each element works together as part of a cohesive plan. Our role is not simply to manage assets, but to help simplify complexity, identify opportunities, and guide thoughtful decisions over time.
How we work: Every engagement begins with a deep understanding of what matters most to our clients—their goals, values, and long-term vision. From there, we take a structured, proactive approach. We leverage the full capabilities of Merrill and Bank of America, but our focus remains on delivering highly personalized guidance and serving as a consistent point of accountability.
Where we add value: Many of the families we work with face similar challenges: complex estate structures, fragmented advice across multiple advisors, tax inefficiencies across investments and wealth transfer, large or evolving philanthropic ambitions, the need to prepare future generations for stewardship of wealth. We help bring structure, alignment, and intentionality to these areas—so clients can move forward with clarity and confidence.
If you are navigating complexity and looking for a more coordinated and strategic approach to your wealth, we welcome a conversation.
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.
