"Your client experience will be centered around your unique goals and priorities. We help simplify the complexities of significant wealth and help you make informed decisions that bring clarity and confidence to your financial journey." Audrey Tuckerman, Managing Director, Private Wealth Advisor.
The Tuckerman Duckworth Haggerty Group works closely with individuals, families, and institutions to navigate the complexities of preserving, growing, and managing significant wealth. Our approach is built on personalized, goals-based strategies that reflect our deep understanding of each client’s financial life.
Audrey Tuckerman, Michael Duckworth, and Jennifer Haggerty are highly trained Private Wealth Advisors dedicated to offering innovative strategies that meet the demands of substantial wealth. With decades of collective experience, we focus on a select group of ultra-high-net-worth clients, allowing us to provide the time, attention, and strategic insights needed to guide them through the financial responsibilities and opportunities that accompany significant wealth.
Our multidimensional approach includes investment advice and guidance, risk management, retirement income planning, wealth transfer, trust and estate planning services, and coordination for families with special needs. We also provide access to Bank of America banking services to help ensure a comprehensive wealth management experience.
Merrill Private Wealth Management provides the tools and resources typically reserved for the world’s largest enterprises, but with the personalized, boutique-like approach clients expect from an experienced and dedicated team.
Your unique goals are the foundation of your financial strategy and should guide every decision.
Significant wealth requires a tailored, goals-based approach, which is why we prioritize long-term relationships with a select group of clients. We take the time to understand what matters most to you—today, tomorrow, and for the future.
Collaboration is central to our philosophy. We work closely with a team of specialists, leveraging the resources and insights of a global financial institution to craft strategies that align with your aspirations for yourself and future generations.
While significant wealth brings complexity, our experience, perspective, and dedication help simplify your financial life.
CRPC®
AWMA™
CIMA®
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.
