Zwick Wealth Management
True wealth management is not found in fragmented services. We believe the most effective financial architecture is built on the seamless integration of liquidity, leverage, and growth. By unifying Banking, Lending, and Investing, we provide a holistic ecosystem that eliminates friction and maximizes the power of your balance sheet.
Using a holistic approach allows us to focus on what you keep, not what you earn. Our team works with high income earners to maximize their cash flow and financial goals, using a variety of strategies, to account for liquidity needs, local residency nuances, and longer term aspirations.
We pride ourselves on a service model that combines the investment expertise of a Global Private Bank, and the convenience of your neighborhood Branch. Through Bank of America & Merrill our team has created a unique client experience. One that is defined by customization and maximization of the firm's benefits and resources, providing clients with their own personal CFO-style set of resources, through a robust set of services.
Services (not limited to) Included:
- Wealth & Investment Management
- Consumer Banking, Business Banking and Cash Management through Bank of America, N.A.,
- Transactional services; wire (domestic & international), ACH, Bill Pay, Zelle through Bank of America, N.A.,
- Credit and Credit Card Services through Bank of America, N.A.,
- Customized Cash Back Rewards through Bank of America, N.A.
- Retirement and Legacy Planning, Trust and Estate Services, Customized Lending through Bank of America, N.A.
- Concentrated Equity/Stock Solutions
- Alternative Investments for Qualified Clients
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Our number one focus is you, and who and what is important to you. We work with you to create a customized and unique plan to maximize your financial resources to achieve and support your short-term and long-term goals, while also including flexibility to accommodate unexpected costs, tax and life changes, poor market return sequences, and potential asset growth.
An equally important focus is your time. By offering a comprehensive and enterprise driven set of solutions our clients have a consistent and dedicated team to help with any questions or inquiries related to Estate and Legacy Planning, Tax Efficiency, potential credit card transcation disputes, check orders, and many other topics. Because of our robust service model clients have the luxury to task us with almost any financial matter or request.
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.
