Jeremy Pawlak
I run a multi-generational wealth management practice serving the needs of a select group of families, retirement plan sponsors and institutional clients. My advisory practice is focused on helping you pursue your financial goals with thoughtful advice and a disciplined approach that enables me to prudently serve clients for this generation and the next.
Backed by the vast resources of Merrill, my commitment to all clients is based upon 3 principles:
- Collaborative Planning: With each interaction, I feel you will have confidence, knowing that I am solely focused on the right solution for you, based upon your risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation
- Multigenerational Experience: You will be confident I will be there for any milestone you face, with prudent guidance and insights
- Committed Stewardship: Focus on what matter most, knowing that my mission is to serve you and your family as you seek to leave the legacy you desire
I embody these core tenets in every aspect of my business because I believe providing exemplary service to my clients is my number one priority.
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.
