Jeremy Pawlak
Helping Business Owners and Professionals Reduce Taxes, Simplify Complexity, and Align Business & Personal Wealth Accumulation Strategies.
With years of experience guiding business owners and senior operators, I've made it my mission to help clients reduce taxes, simplify complexity, and professionalize their financial strategies so their personal and business planning work in sync.
Many of my clients were in similar position, dealing with the day-to-day struggles of business operations, wondering if retirement plan design, buy-out terms, or succession strategies will actually work when needed, and expressing feeling as if they too were the only one holding all the financial pieces together while trying to grow the company at the same time.
By quarterbacking with clients' CPAs, attorneys, and bankers, I help uncover ways to reduce taxes, streamline complexity, and align wealth with long term goals.
Even those with existing financial advisory relationships often discover overlooked opportunities to free up cash flow, strengthen the overall business, and create continuity for the next generation.
If you're a business owner or senior level operator who is looking for clarity and confidence across both business and personal planning, let's connect.
WHAT WE DO:
We provide comprehensive, planning -led wealth management for business owners, senior operators, and their families. From investments and lending, to retirement, insurance, and estate planning considerations, we bring all the pieces of the financial picture together.
HOW WE DO IT:
Combining the resources of a global firm with boutique-style attention, coordinating with clients' CPAs, attorneys, and bankers, we act as the central quarterback so clients can focus on growth, succession, and family legacy.
WHAT WE FEEL MAKES US DIFFERENT:
Business owners gain the continuity of working with a next generation advisor who can stay with them long term, supported by the full platform of products and services available throughout the Bank of America / Merrill Enterprise.
Want to Learn More?:
Schedule a complimentary 30-minute second-opinion review. We will uncover ways to help reduce taxes, simplify complexity, and align both business and personal wealth strategies for the future – and that’s just the beginning!
Merrill Lynch Wealth Management – Helping business owners turn complexity into clarity
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.
