Great wealth is not an end in itself. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to helping to simplify your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life. This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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.