The Ahm Private Wealth Management Group

Merrill Private Wealth Management

999 Waterside Drive
Suite 1100
Norfolk, VA 23510
(757) 446-4045
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Merrill Private Wealth Management  Matani  | Paschold  Offices: Norfolk, Williamsburg, Richmond, Virginia Beach As the primary wealth management resource for a limited number of clients, we are structured to help them prosper personally and professionally. How do we do this? By crafting highly customized strategies that allow them to fulfill visions for their families, enterprises and employees. Click Here for our Brochure     
The Ahm Private Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Aashish Matani
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2020-2023
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Meet Our Team
Aashish Matani,

CFA, CIMA®, CPFA™, CPWA®

Managing Director, Wealth Management Advisor
757.446.4045
Amy Paschold
Vice President, Senior Financial Advisor
757.220.5118
David S Burlin
First Vice President, Senior Relationship Manager
757.446.4029
Andrew Merchant,

CFP®, CRPC™

Vice President, Senior Wealth Planner
757.446.4059
Tanya Merchant
Assistant Vice President, Financial Advisor
757.446.4041
Melody Litwiller,

CRPC™

Vice President, Senior Relationship Manager
757.446.4030
Emily Kenyon
Wealth Management Client Associate
757.446.4070
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

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.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.