Managing wealth begins with a clear understanding of your full financial picture and what matters most to you. We start by listening—aligning your wealth with your lifestyle today, structuring liquidity to support flexibility and opportunity, and building strategies designed to preserve and transfer wealth across generations. Through a disciplined, personalized approach, we deliver coordinated investment, banking, and planning solutions that help simplify complexity and support your long-term goals as markets and life evolve.
Our locations:
* 600 Grant Street, 49th Floor | Pittsburgh, PA 15219
* 6493 Robinson Centre Drive | Pittsburgh, PA 15205
* 2049 Century Park East, Suite 1200 | Los Angeles, CA 90067
* 2000 Jerry Dove Drive, Suite 101 | Bridgeport, WV 26330
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
ChFC®, CAP®, CEPA®, CFP®, CPFA®, CPWA®, CRPC™, SE-AWMA™
CPFA®, CTFA
CPFA®
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
