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 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.
Why is this valuable? By bringing clarity to complexity, we help create the space for our clients to focus on what matters most to them and their families.
If you are navigating complexity and looking for a more coordinated and strategic approach to your wealth, we welcome a conversation.
We begin by developing a complete understanding of your financial life. This includes your balance sheet, family dynamics, existing planning strategies, and the advisors you rely on.
Many of the clients we work with already have sophisticated structures in place. Over time, however, those structures can become fragmented. Our role is to bring clarity and organization, creating a strong foundation for more informed decision‑making.
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.
