The Patel Team
The Patel Team provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a team of investment professionals who recognize the demands and the opportunities that significant wealth can pose.
As of August 2023, our clients’ have entrusted us with $2.8 Billion in assets. Umesh Trikha was recognized in 2021 in the Forbes Top Next-Generation Wealth Advisors list(Published on September 21, 2021. Rankings based on data as of March 31, 2021) as well as the Forbes Best In State Next Generation Wealth Advisors in 2019(Published on September 4, 2019. Rankings based on data as of March 31, 2019).
Our team is unique at Merrill, as we work with International and Domestic clientele to help them organize their lives.
As a team of experienced professionals, we believe that financial planning should be as dynamic and diverse as the clients we serve. Our philosophy centers around understanding the unique financial goals, lifestyles, and challenges of each client, whether they are based domestically or internationally. Our team strives to build long term relationships grounded in trust, transparency, and a deep commitment to our client's financial wellbeing. Our approach is proactive and personalized, helping to ensure that we not only meet our clients' needs today but anticipate the opportunities and challenges for tomorrow.
Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect our clients' aspirations for themselves and current and future generations of their family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can help you simplify our client's life.
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.
