The MCNW Group

Your vision is our ambition.

In a hectic world, we look to remove distractions so you can focus on what is important. We strive to reduce stress and background noise so you can contemplate your values, seizing a personally resonant framework for renewed direction in your life and wealth.

Our role as your advisors.

When you engage our help, you will know how much we value you. You will witness it in the quality of our advice and the depth of our follow-through. You will know that you matter to us. We, in turn, want to be one of the best decisions you have ever made.

Where intention meets execution.

Our process is tight and consistent. We look to unify your strategy, development, and operations, with principals of our team leading each of these roles. We know your financial life is fluid, so our guidance is the steady hum for the opportunities you encounter. Our high-performing team has gained a reputation for operational excellence, automating the tasks that can drain your time and attention.

From satisfaction to fulfillment.

There is a difference between being satisfied with your wealth and being fulfilled by it. Our team looks to inspire an emotional connection with your wealth based on your values. Together, we look to derive greater purpose for you and the people you care about, earning your trust by consistently displaying our understanding of you and our professional capabilities.

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.