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 FamiliesWe 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.
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.