William Lange
We are a Wealth Management team based in Philadelphia, PA, with a second office in Nashville, TN. We focus on ultra-affluent and affluent individuals and families, helping to manage their wealth across multiple generations. Our family office approach to goals-based planning, smart portfolio construction, risk management, tax awareness/ minimization, and cost efficiency is bolstered by the global resources and proven capabilities of Merrill and Bank of America.
***I'm a CERTIFIED FINANCIAL PLANNER® professional.
NWG & Associates
The financial decisions you make today can help determine the future you build for yourself and your family. And personalized advice from a Merrill Lynch Wealth Management team - with the investment insights of Merrill and access to the banking services and lending solutions of Bank of America - could help you grow and preserve your wealth, freeing you to pursue your passions and ambitions.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
