We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Founded in 1997, the Barnett, Coon, Armitage & Leach Group provides sophisticated wealth management strategies and unwavering service to a select group of ultra-high net worth individuals and families. Headquartered in Southern California with offices in Newport Beach and Denver, we are a team of eight professionals overseeing more than $2 billion in assets, as of Jan 2020.
In addition, we work with corporations by offering best in class business solutions based upon the company’s time horizon, risk tolerance, liquidity needs and overall goals, utilizing the full resources of our enterprise to deliver true value.
Mission Statement: We help families preserve, enjoy and steward their wealth across multiple generations through a goals-based wealth management approach. We make it our priority to serve our clients exceptionally well, and to streamline their financial lives, allowing them to focus more fully on their family, business, and philanthropic pursuits.
Clients engage our team because of our knowledge, experience, and deeply ingrained service ethic. We combine our strength in these three areas to devise tailored responses to the challenges of significant wealth. We foster a boutique atmosphere, responding to clients through a one-on-one sensibility that focuses squarely on their needs. At the same time, we leverage the global resources of Merrill and the banking capabilities of Bank of America to generate effective frameworks that demonstrate the competencies that clients require. As advisors, we serve clients with a care and humility that testify to our deep-seated interest in their wellbeing. Also, with the support of Merrill’s Center for Family Wealth Dynamics & Governance Group, we seek to facilitate the smooth intergenerational transfer of wealth and values. We wish to empower our clients to define the purpose of their wealth and to be intentional about the impact it has on their families and communities.
Our ProcessOur wealth management process is grounded in a holistic approach to each client. We provide advice and guidance, not only on their assets, liabilities, and business interests, but also their family dynamics and concerns. Our role is to work thoughtfully with each client, helping define and pursue the outcomes they most desire.
Our process is dynamic and iterative. We continually think about ways to enhance clients’ financial lives. We reevaluate client needs based on changing market conditions and life priorities, and we recognize that wealth is not static. Just as clients evolve and change, so too their wealth tactics and strategies must be nimble and responsive.
Our StrengthsWe have purposefully built our team to align with the requirements of significant wealth. We serve clients with similar needs and are prepared to focus on what matters most to them with customized strategies. Our team members bring in-depth knowledge in multiple disciplines, creating a synergy of effort and understanding in diverse areas:
Goals-Based Wealth Management
Restricted & Stock Option Strategies
Cash Flow Budgeting & Planning
Family Wealth Planning
Tax Minimization Strategies*
Trust and Estate Planning Services
Credit & Lending through Bank of America
Personal Banking through Bank of America
* Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
The Clients We ServeIndividual and Families: We are privileged to serve a highly successful clientele consisting of approximately 70 families. We offer practical guidance and hands-on assistance before, during and after liquidity events. We also structure personal wealth strategies and tactics that reflect a client’s unique circumstances and goals. Working in concert with each client and his or her tax and legal advisors, we are architects of long-term legacies that balance short-term needs.
Corporations: We also work closely with corporations, designing and implementing integrated benefit services that advance corporate objectives while reflecting participant interests. Our competitive intelligence into market trends bolsters our effectiveness in providing differentiated insight, with access to institutional equity award plan administration, including SEC Rule 144 and 10b5-1 plans for public company officers and directors, access to institutional 401(k) plan services, and deferred compensation plans. We also provide advice and guidance to entrepreneurs and executives of both publicly traded and privately held companies, helping them grow and preserve their personal wealth.