MB Group

The MB Group is a New York City–based wealth management team dedicated to guiding successful individuals, families, and business owners through life's most important financial decisions. Founded on deep technical expertise, thoughtful listening, and a commitment to exceptional client care, our team brings together a diverse set of backgrounds and specialties—allowing us to address complexity with clarity and purpose.

With decades of combined experience across mergers and acquisitions, strategic consulting, corporate finance, and private wealth advisory, we serve clients whose financial lives often span multiple entities, generations, and geographies. Our approach is rooted in understanding each client's unique goals, values, and challenges. We believe the most impactful advice starts with asking the right questions, internalizing each client's story, and delivering customized strategies built for long‑term success.

Our team advises on a full spectrum of wealth management needs, including:

• Comprehensive financial and retirement planning
• Tax‑efficient investment and income strategies
• Concentrated and restricted stock management
• Business exit and liquidity planning
• Multigenerational wealth transfer and education
• Estate and trust coordination
• Risk management and insurance strategy
• Philanthropic and legacy planning
• Guidance for newly created wealth and sudden financial transitions

By leveraging the full resources of Merrill and Bank of America—across private banking, capital markets, lending, and specialized executive and business‑owner services—we bring an integrated, institutional-quality experience to every client relationship.
What truly distinguishes our team is our commitment to service and humanity. Whether helping clients navigate high‑stakes financial decisions, supporting next‑generation investors, or engaging in community work across youth sports, nonprofit leadership, and environmental stewardship, we approach each relationship with care, transparency, and unwavering integrity.

Headquartered in New York City, with client relationships nationwide, we are united by a shared mission:

to help clients live more confident, purposeful, and financially empowered lives—today, tomorrow, and for generations to come.

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.