The AHM Wealth Management Group - Matani Paschold
We serve clients with significant wealth and expectations.
As a result, we only assist a limited circle of individuals and families, executives and employees, as well as non-profits whose causes we admire and often support. By continuing our tradition of delivering intelligence and integrity, we can continue to provide clients with education and enlightened perspectives.
We are well aware that clients can choose from among thousands of advisors. We are also aware that our own diligence and performance can help clients focus more squarely on their families and enterprises. We have families, too. Our job – our oath, in fact – is to do everything possible to help clients enjoy the people and passions in their lives.
To serve those who demand an uncompromised measure of acumen and attention, we concentrate collectively on each client’s most significant priorities and goals for family, business and philanthropy. We believe it’s critical for a client's estate to be structured appropriately – to avoid, where possible, unnecessary expenses, risks, taxes and legal burdens during life or after death. At each client’s request, we can work with their legal and tax advisors to coordinate such strategies.
With team members’ ages that align nicely with those of clients, we’ve nurtured enduring relationships in which mutual interests and experiences make conversations comfortable, rather than a formality. And because clients’ schedules fit no calendar, our frequency and mode of communication is flexible – phone, email, WebEx, or whatever a client prefers.
The referrals we receive tell us we’re proficient in assisting clients whose complex financial lives demand a sophisticated measure of complex wealth management. As a high caliber team that operates on many cylinders, we feel privileged to address the needs and nuances of ambitious people.
Our Philosophy
We believe exceptional wealth management requires more than investment selection—it demands a deeply personalized strategy grounded in your ambitions, your values, and the legacy you intend to create. From the outset, we take the time to understand what matters most, engaging in thoughtful, high-level dialogue that shapes every decision we make together.
Our process is guided by a disciplined philosophy rooted in long-term thinking, risk awareness, and intentional decision-making.
We focus on:
- Managing, growing, and preserving wealth with intention
- Aligning strategies with your unique objectives and values
- Navigating complexity with clarity and discipline
- Acting with discretion, integrity, and a fiduciary mindset
Through this disciplined approach, we guide you with insight and foresight—ensuring each decision supports your broader objectives. By drawing upon Merrill's extensive investment capabilities and Bank of America's comprehensive banking resources, we deliver a highly personalized strategy designed to help you manage complexity, protect wealth, and sustain opportunity across generations.
CFA, CIMA®, CPFA®, CPWA®
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.
