Wealth Management

In today’s ever-changing world, we understand that managing significant wealth can be complicated and time consuming. We work with multiple generations of affluent families, as well as corporate executives, business owners, physicians, and other professionals who lead busy lives and don’t always have to time to research, develop and regularly review their financial strategy.

Listening carefully, we determine their spoken and unspoken needs and take the time to thoroughly explain concepts and options, so they’re empowered to make educated decisions that align with their goals. We work with our clients to help create customized wealth management strategies that may involve wealth structuring, retirement income planning, investment management, and estate planning services.

Our business has grown over the years through referrals, and that trust and confidence means the world to us. Our client-centric approach, paired with our education, professional designations, diversity, and access to the extensive resources at Merrill and Bank of America, have enabled us to develop and maintain multigenerational relationships with a broad spectrum of clients. 

 

Institutional Asset Management and Consulting

Our team also has a depth of experience working with institutional clients. We understand that fiduciaries have a significant responsibility with respect to the assets under their care, yet many do not have the time, resources, or expertise required to develop, implement, and monitor a disciplined, long-range strategy.
 
As a Global Institutional Consultant, Kirk Weichsel is among a select group of highly qualified and credentialed consultants at Merrill who can provide the in-depth knowledge and customized service and assistance institutional investors need to navigate today’s financial landscape.
 
Our goal is to help captive and traditional insurance companies, foundations, endowments, not-for-profit institutions, and business retirement plans create customized investment programs designed to support their missions and manage their fiduciary responsibilities. Combining our years of experience, knowledge, and energy with the banking resources of Bank of America and investing insights of Merrill, we provide trustees and investment committee members with thoughtful advice and sophisticated investment strategies to help them manage risk and fulfill their missions.





*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.