The Waldele Group
Our mission is to understand you and your priorities by taking the time to ask hard, smart questions and to listen carefully, then to understand in great detail exactly where your wealth stands today and where you'd like it to be tomorrow. We help you design, implement, and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
We are a nationally recognized* Merrill Lynch Wealth Management team headquartered in New York City. (*Please see Recognition below.) We’re privileged to advise and oversee approximately $7 billion (as of 05/18/2026) for a select group of families throughout the United States who have attained extraordinary personal and professional success. We have helped generations of clients’ families capitalize on their wealth while streamlining the complexities they face.
It’s not just what we know or what we do, it’s who we are to our clients that makes working with our team an unparalleled experience.
- You want to diversify your portfolio and generate significant cash flow to supplement your lifestyle.
- You want future generations of your family to be good stewards of your wealth.
- You want financial security and freedom to choose your path forward.
- You want to make a difference in the world through your philanthropic endeavors.
- You want to streamline your estate so your family does not face undue complexity in managing their inheritance.
These are just a few examples of the kind of select clients we advise, from entrepreneurs to business owners and senior executives, each with their own set of sophisticated needs.We relish the opportunity to unwind that complexity, helping each client advance his or her unique goals and aspirations.
We're fond of saying that "one size fits one." We are committed to the individuality of each client and family, customizing our work based on their needs and priorities. Our initiatives are rigorous, thoughtful, and mindful of each person's singular vision for his or her wealth.
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.
