Significant wealth requires significant attention. At The Mazzucco Group, we understand that distinction, offering the concerted focus and unwavering loyalty that uncommonly successful clients require. We combine the singular attention and intimate sensibility of a boutique wealth management firm with the strength and solidity of one of the nation’s preeminent banks. We believe this combination results in an unusually effective pairing, helping clients preserve, grow, and transfer their wealth more capably.
We work with a limited number of families by design, allowing us to provide the intensive focus that complex financial needs require. We recognize that “wealth” encompasses multiple aspects of clients’ lives, both quantitative and qualitative. We’re technically adept and analytically rigorous. At the same time, we never lose sight of the fact that all wealth is ultimately personal, involving distinctive family dynamics, intentions, values, and goals.
When your wealth has achieved a certain scale, you appreciate the importance of solidity and stability. You want to know that your financial affairs are managed with rigor, overseen by an enterprise that's committed to safeguarding your assets and your privacy.
At The Mazzucco Group, we appreciate those concerns. Our founder, Doug Mazzucco, was selected to be one of the first Private Wealth Advisors in the inaugural Private Wealth Management office in Menlo Park, California. Doug has worked exclusively with ultra-high-net-worth clients for more than 25 years, so he appreciates their distinctive concerns relative to risk, reliability of assets, and organizational soundness.
Doug established his practice at Merrill because he believes the firm offers ultra-high-net-worth clients a reliable and enduring structure to address sophisticated needs. He was drawn to the longevity and continuity of the firm, as well as the scale of its capabilities. Doug and his team approach their work soberly and seriously, mindful of the need to help clients preserve their wealth not for a single generation, but for the long arc of clients' personal and professional aspirations.
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
