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The RSM Group

The RSM Group

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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Different Caliber of Experience

The RS Group provides wealth management strategies and offerings to a distinguished national clientele. Led by three principals, our team offers a depth of leadership that facilitates robust and informed responses to the challenges of significant wealth. We foster open communication to advance long-term client priorities, drawing on our complementary knowledge and skills, in-depth experience and refined service ethic.

We are the only team within Merrill Private Wealth Management that is headquartered in Westchester County, New York. A single source for integrated wealth management, we unite the resources and capabilities that clients require to preserve, grow and transfer wealth effectively.

Our team offers broad experience, deep resources and vibrant collaboration. Together, we look to serve clients with a care and precision that demonstrate our deep-seated interest in their well-being.

Our private wealth managers and financial advisors provide clients with a direct line to all the resources and capabilities of a truly global investment firm—in ways that are more in keeping with a small, very exclusive boutique-like atmosphere. Concierge services, family meetings, and private seminars and events are all part of the experience.

Merrill Private Wealth Management

Merrill Private Wealth Management provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world’s largest enterprises. 

Merrill Lynch Wealth Management 

Merrill offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with the clients’ other trusted advisors, including accountants, attorneys and tax specialists. We can provide access to trust and estate planning services through Bank of America specialists.

"The horizontal structure of our leadership team enhances the client experience through fresh insights and a multi-layered perspective. Clients appreciate the one-on-one relationships they develop with each of us."

Stephen M. Ruvituso
Managing Director
Private Wealth Manager

Our Philosophy

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.

Catering to the Needs of a Select Group of Families

We are privileged to work with clients who have achieved extraordinary success. We help them navigate critical junctures in their financial lives, applying the skills, resources and acumen of our collective team.

We work with a diverse clientele, many of whom are senior executives, entrepreneurs and family offices. Because we exclusively advise ultra-affluent clients, we are intimately familiar with the nuances that significant wealth can entail. We focus our efforts on a limited number of clients, looking to serve them with an intensity and intimacy that underscore their importance to us.

Many of our client relationships span decades and involve multiple generations of families. Referrals constitute the crux of our business, and client satisfaction is paramount to our success.

Our Deep Involvement in the Capital Markets

We are investors and pride ourselves on that distinction. Our proprietary investment programs target risk-adjusted returns, reflecting our decades of experience in research, analysis and execution. Our investment capabilities also encompass asset allocation and risk assessment—critical functions for high-net-worth investors. Clients value our hands-on experience in navigating challenging economic environments.

We believe that we drive value through our day-to-day involvement in the capital markets. By staying apprised of market themes and movements, we heighten our flexibility and responsiveness. We look to capitalize on opportunities by applying a nimble and informed perspective on changing conditions.

"Clients look to us for capital preservation and smart growth. Our direct interaction with the markets allows us to focus on these objectives while applying time-sensitive tactics and strategies."

Todd A. Stankiewicz
Vice President
Private Wealth Manager
Portfolio Manager

Attuned to Client Needs

Clients have multiple dimensions of wealth: personal, professional and philanthropic. We help align all three, harnessing our experience, intellectual capital and the extensive resources of Merrill Private Wealth Management to develop tailored strategies that culminate in cohesive action. We are highly trained and specially credentialed, but most important, we are resolutely focused on client outcomes.

Our offerings reflect our holistic approach:
  • Discretionary investment management
  • Concentrated and restricted stock strategies
  • Liquidity event strategies
  • Trust and estate planning services
  • Access to credit and lending through Bank of America, N.A.
  • Philanthropic strategies

"The clients we serve have complex needs and multiple priorities; we look to provide them with a seamless level of service and knowledge, addressing both sides of their balance sheets to identify efficiencies and tap into opportunities."

Todd A. Stankiewicz
Vice President 
Private Wealth Manager
Portfolio Manager

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 strategy 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.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The RSM Group

Private Wealth Advisors