The AHM Wealth Management Group

Merrill Lynch Wealth Management
266 McLaws Circle
Williamsburg, VA 23185
(757) 220-5118
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Matani  | Paschold  Offices:Williamsburg, Norfolk, 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 Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

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.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

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
Melody Litwiller,

CRPC™

Vice President, Senior Relationship Manager
757.446.4030
Emily Kenyon
Wealth Management Client Associate
757.446.4070
About Merrill

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.

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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.