The Somers Group

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one\-on\-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals\-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long\-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Insight

**Insight** In a life with significant wealth, the financial decisions you make can often have a cascading effect — impacting you, your family, your business and even the greater community. We understand the nuances of these challenges and can help give you the insight you need to navigate important conversations and make more informed decisions. * Access [information and ideas](https://www.pbig.ml.com/latest\-thinking/research\-insights.html) to help you pursue your goals * Tap into the knowledge of specialists who work closely with your Merrill Private Wealth advisor

Simplicity

**Simplicity** Wealth should liberate you, freeing you to pursue passions and interests. Managing the ever\-increasing complexity of your financial life, however, can quickly become all\-consuming. At Merrill, we work to help transform the way you interact with your wealth by distilling that complexity into clear findings and thoughtful guidance, grounded in a personalized plan. What's more, as a Merrill Private Wealth Management client, you have access to a [full range of solutions and services](https://www.pbig.ml.com/solutions.html) designed to help you address the challenges and opportunities significant wealth can bring.

Perspective

**Perspective** Considerable wealth requires a much longer\-term vision — a commitment to maintaining your wealth throughout your lifetime and for generations to come. We're familiar with the demands that kind of time horizon puts on your needs. With our diverse knowledge and experience, we can help safeguard you against reactionary thinking while identifying opportunities in the future. Plus, as a client, you have access to our dedicated Private Wealth Services, including: * [Merrill Center for Family Wealth](https://www.pbig.ml.com/solutions/merrill\-center\-for\-family\-wealth.html)^®^ * [Strategic Wealth Advisory Group](https://www.pbig.ml.com/solutions/strategic\-wealth\-advisory\-group.html) * [Family Office Services](https://www.pbig.ml.com/solutions/family\-office.html)

Recognition