THE DUCKWORTH HAGGERTY GROUP Duckworth, Haggerty, Lattimore, Sims Duerr
Merrill Private Wealth Management
"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 as they address the complex challenges of preserving, enhancing and managing their wealth. We are driven by the strongly held belief that our purposeful effort—matched with our individual and collective skills—can help clients improve the quality of their lives. Michael Duckworth, Jennifer Haggerty, Helen Sims Duerr, and Chris Lattimore, our team's Private Wealth Advisors, are highly trained and dedicated to the delivery of innovative financial strategies often demanded by the intricacies of substantial wealth. With more than two decades of professional experience to draw upon, our advisors focus on small numbers of ultra-high-net-worth clients so they can devote the necessary time and understanding to help them manage the financial responsibilities—including retirement and tax minimization strategies—that can accompany great wealth. Our approach is multidimensional and includes investment advice and guidance; risk management; retirement income planning services; wealth transfer, trust and estate planning services; and care coordination* for families with special needs, as well as access to Bank of America banking services. Click here to view the article "Helping the Whole Family"
Merrill Private Wealth Management Merrill Private Wealth Management provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises.
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.
ChSNC®, CFP®
CIMA®
CFP®, CIMA®
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.
