Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
When wealth takes on a certain scale, its management can become complex and time consuming. At The Hunter-McCormack Group, we help relieve that pressure, managing multiple facets of wealth so that clients can focus on the people and priorities they most value.
We've advised ultra-high-net-worth clients throughout our careers, so we understand the intricacies of their situations. Each client is different—a singularity that we honor through the depth and rigor of our approach. Clients from varied paths seek our assistance, including C-suite executives, private business owners, entrepreneurs, and successful families.
We are a close-knit team that derives genuine satisfaction from helping people thrive. Here are a few of the ways that we look to provide a different kind of client experience:
- An enduring relationship. We build—and retain—meaningful relationships with the clients we serve. Our knowledge of each family—their preferences, needs, dynamics and aspirations—allows us to serve as trusted confidantes and members of their inner circle. That knowledge, we believe, is difficult to replicate, cementing our long-term ties.
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- A deeper engagement. We invest significant time with the clients we serve, delving into their situations and developing a perceptive understanding of the issues they face. For ultra-high-net-worth clients, "the exception" often proves to be more applicable than the rule. Our team is highly skilled in unwinding the complexities of significant wealth, helping clients capitalize on opportunities, identify possible gaps in planning and execution, and enact a more cohesive approach to their financial lives and legacies.
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- An emphasis on client ease. Our goal is straightforward: to help clients reduce stress, regain time in their lives, and enjoy the positive outcomes of wealth—for themselves and for future generations. We offer the knowledge, acumen, and perspective that substantial wealth demands. Most important, we bring character and integrity to our work, embedding these qualities in our day-to-day decisions.
If you would like to discuss how your needs align with our team's capabilities, please see the red "Contact Us" button at the top of our webpage.
AWMA™
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.
