The Lambright Group
The Lambright Group works with business owners, executives, and faculty at top research universities. Most of their wealth is tied up in one place: a private company, a block of company stock, a university spin-out.
For a business owner, this can mean getting the company ready to sell and being financially independent after the sale. For an executive, it can mean sorting out concentrated stock and deferred compensation. For faculty, it can mean coordinating spin-out equity, royalties, and the 403(b) and 457(b) plans that come with an academic career.
We help bring simplicity and transparency to work that usually feels complicated and opaque, so planning for what comes next becomes something to look forward to.
Behind our practice sits the full weight of Merrill's investment resources and Bank of America's banking and lending capabilities, along with specialists in exit planning, trust, and tax strategy brought in as a situation requires.
CEPA®, CIMA®, CPWA®
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.
