At POH, we find ourselves in a different position than most other advisory groups. Rather than trying to be “everything to everyone,” we pride ourselves on being the right team for an impressive circle of discerning, self-made individuals and generations of their families. Whom do we serve? A loyal and growing clientele that shares entrepreneurial mindset. They include owners of family-owned businesses (including many government contractors), as well as C-suite executives residing in the Washington D.C. area and 15 other states. What differentiates our clients is what defines our focus:Most of the people we serve have experienced, or will experience a major liquidity event – the kind that often happens “once in a lifetime.” Given the serious nature of these events, we have developed a strong skillset in formulating strategies that help clients preserve their assets with an eye toward tax-efficient growth and consistent cash flow. The intensive planning that goes into the formation of these strategies starts well in advance of the actual event, ideally, at least one year prior.Due to the close nature of our client relationships, we have structured our team to maintain a “coaching mentality.” Doing so allows us to educate and inspire best practices by our clients. However, experience tells us that the quality of our advice is only as effective as the questions we ask. That’s why we dig deep to help clients articulate and answer, “What is the real purpose of your wealth? What are your plans for your next season? And, when everything falls into place, will you be spending time with family and friends, traveling the world, or launching your next entrepreneurial opportunity?”” Each of us is privileged to be a trustworthy and proactive steward of clients’ wealth and wellbeing – as it moves across stages of careers, multiple generations and charitable pursuits. Ultimately, we judge ourselves not by the assets we manage, but by the lives we touch.
Company Founders, Private Business Owners & Entrepreneurs
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company's growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans, and succession planning. Helping secure your family's legacy could entail wealth transfer strategies, trusts, and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life's work. We are dedicated in providing the experience and resources to help support your ongoing success.
Corporate Executives
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions, and reporting requirements. If you've just been promoted and would like help evaluating your new compensation plan, or if you're looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.
Intergenerational Family Wealth
As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education, and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family's intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps us to see and share best practices to help you achieve them.
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.
