Delivering Merrill’s global capabilities through a boutique culture, The Kang Group at Merrill is rooted in shared experience and a deep sense of responsibility to the communities we serve.
As first‑generation immigrants, we understand firsthand the challenges, sacrifices, and aspirations that come with building a life in a new country. That lived experience shapes how we advise, how we listen, and how we show up for our clients—most of whom have walked a similar path.
At the heart of our work is a simple but powerful mission:
To protect and grow the wealth of families so they can thrive across multiple generations.
We believe wealth is not just about financial security—it is about opportunity, dignity, and legacy. Our purpose is to help families elevate their standard of living, which in turn elevates their standard of giving, enabling them to give back to their communities, support the next generation, and create lasting impact.
We approach every relationship with the mindset that we are serving not just today’s decision‑makers, but their children and grandchildren. By focusing on multigenerational planning, tax‑efficient strategies, and long‑term stewardship, we ensure that clients can protect what they’ve built and pass it forward with confidence.
Our Why:
To guide families like ours—immigrants, entrepreneurs, wealth builders—so they can grow, protect, and share their wealth for generations, building a legacy that extends far beyond money.
The Kang Group works with clients whose financial lives extend beyond basic planning or portfolio management.
Our clients are often:

CRPC™
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.
