Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Inclusion, respect, and empathy are The Irick Group's core values. We are dedicated to serving our clients and our community. We believe in doing well by doing good.
We help people use their wealth to lead purposeful, fulfilled lives.
We are a team of advisors within a global financial services powerhouse who are devoted to helping people build, preserve and manage their often sudden wealth. We take very seriously the responsibility of sharing insights and strategies to help you sustain wealth across generations. We offer resources to support all aspects of your financial life - including banking, credit, investment management, philanthropy, and wealth planning. We focus on the complete financial picture – not just a single account.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Join us for a 2025 Market Outlook, hosted by The Irick Group - Merrill Private Wealth Management featuring Vanguard.
We hope that you will gain valuable insights from Vanguard's Senior Portfolio Specialist Natalie Marvi-Romeo, CFA® . She will hone in on major economic trends and market dynamics which will shape the year ahead. This engaging session will provide actionable ideas for your own investment portfolio and tips to help you navigate your long-term financial goals.
Whether you are a seasoned investor or at the beginning of planning your financial future, this is opportunity to stay informed and ahead of the curve.
Tuesday, February 18, 2025
12:00 p.m. to 12:45 p.m. ET
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.
