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.
Navigating the Noise: Finding the signals in today's markets
Learn about looking beyond the headlines to identify potential
opportunities and hear about emerging trends and fundamentals such as:
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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 Sp...
When: December 12, 2024, 2 pm ET
Concise, conversational, actionable: In just 15 minutes, expert panelists share ideas that can help you prepare for potential opportunities and risks in 2025...
We invite you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washingto...
Concise, conversational, actionable: In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
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The summertime can present cyber criminals with opportunities to take advantage of college students back at home who may be taking on financial responsibilities for the first time and travelers who ma...
***Investing in women has positive ripple effects that extend far beyond individuals and their families to the global economy.***From direct investment in women-owned businesses to workplace me...
The coming months are likely to be one of transition, from one economic and business cycle regime to another. The good news is that we expect this new era to be one governed by more 'normal' interacti...
Join Jennifer Chandler, Head of Philanthropic Solutions, Bank of America Private Bank as she moderates an insightful discussion with experts discussing a range of market, investment and governance tre...
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.
