A good team can add to your life in immeasurable ways. At The Van Wagoner Group, we strive to be that team.As a member of Merrill Private Wealth Management, we are privileged to advise a highly accomplished clientele. Our clients typically have achieved success through their hard work and ingenuity. They look to us to help them steward that wealth, accompanying them on a path that reflects their unique characteristics and aspirations.We work with a limited number of clients by design. The one-on-one attention we provide is difficult to mass produce. We prefer to be “all things” to a limited number of client families, walking with them through significant decision points in their lives and legacies and helping them pursue the positive outcomes of wealth.Clients have entrusted us with over $1.6 billion of individual, family group, and corporate assets held with Merrill Lynch Wealth Management, as of March 2024. We are serious about our work, rewarding that trust by maintaining the highest standards. By striving to do right by the clients we serve, we have created a special kind of culture, one that combines technical precision and hands-on knowledge with heartfelt service.We invite you to learn more about our team and the ways we can help you simplify the complexities that significant wealth can pose.
Our team founder, John Van Wagoner, has worked at Merrill since 1986. John's tenure and continuity speak to his principles. He set out with a vision in mind: to be the preeminent provider of wealth management strategies in the West, serving clients with the integrity and diligence that demonstrate their value and importance.To that end, John built our team carefully and methodically, assembling the tight-knit group of professionals that we are today. Nine members strong, we work in concert to enhance the well-being of the clients we serve, financially, but also emotionally, physically, mentally, and spiritually. We care deeply about the whole person, an approach that manifests in the time we invest in each relationship.We believe there are a few aspects of our team that are distinctive:· Our experience is counted in decades, more than years. We've seen a lot, done a lot, and helped clients achieve a lot.· We've put significant time and study into our craft and hold a number of esteemed industry designations:CFA®: Chartered Financial Analyst® designationCFP®: CERTIFIED FINANCIAL PLANNER™ certificationCIMA®: Certified Investment Management Analyst® designationCAIA®: Chartered Alternative Investment Analyst designation· Our service model looks to preempt issues before they occur, smoothing clients' path before challenges arise.· We diagnose before we prescribe. Listening is very important to our process. We want to make sure we have a keen understanding of where clients are and where they want to be.· We appreciate what clients have done and what they want to do. We help them look ahead, charting a singular path that accounts for their unique circumstances, family dynamics, and intentions.-----##### CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.##### Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.##### *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.##### CAIA® is a registered service mark of the Chartered Alternative Investment Analyst Association.
AAMS™
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.
