"Your client experience will be delivered by outstanding team members who are driven to simplify and improve your life, and have access to a vast array of services.”   Michael Duckworth, Managing Director Private Wealth Advisor The 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. Michael Duckworth, Jennifer Haggerty, Helen Sims Duerr, and Chris Lattimore, our team's Private Wealth Advisors, are highly trained and 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 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.