The Silverstein Group

114 West 47th Street
New York, NY 10036
(212) 382.8477
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Silverstein Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We work to help you pursue your goals through personalized wealth management strategies.

Supporting a strong retirement plan and helping to keep it on track The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

For Plan Sponsors Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services 1 and Education and Plan Services 2 appropriate for your plan.

Fiduciary Advisory Services1 Through Fiduciary Advisory Services, we can help you design and maintain an investment menu. Investment Policy Statement (IPS)3 Comprehensive due diligence processes to identify appropriate investments Proactive delivery – online and by your designated advisor – of investment performance reporting every quarter Report providing fund analysis and market trends.

1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.

2 Education and Plan Services are non-fiduciary services required for Advisor Alliance clients and optional for MLII clients.

3 IPS service is not available for FAS Discretionary. The plan sponsor is responsible for the approval and final adoption of the IPS.

About Us
Mission

Our mission is to address the wealth management needs of high net worth individuals, families & institutions. We work closely with clients to determine their needs and aspirations, taking the time to get to know you. Then developing a customized plan intended to help manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.

Meet Our Team
Michael Silverstein,

CIMA®, CPFA™

Senior Vice President, Senior Financial Advisor
212.382.8477
Robert Rijo,

CIMA®, CPFA™

Vice President, Senior Financial Advisor
212.382.8583
Jasminka Veljovic
Wealth Management Client Associate
212.382.8532
Kyle Ackourey
Financial Advisor
212.382.8687
Kyle Ackourey
Financial Advisor
212.382.8687
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.