Our Approach

Our Fees

Sudden Wealth

Investment Statement

Investment Manager – We compose the asset allocation for your portfolio in response to several variables specific to you including market conditions, family goals, time horizon, risk tolerance, liquidity needs and income requirements. As these criteria evolve, so too will the composition of the portfolio. We align your personal values with your investments through various implementation strategies including customized value based portfolios and screens. We utilize the expansive platform available to us at Merrill to implement investment vehicles that span both global public and private markets, with an eye towards cost efficiency. We should be aware of what we own and why we own it. 

Wealth Coach – Emotions can skew perceptions of risk and result in dramatic impacts on not just portfolios but also achieving financial goals. We discuss your values, goals and intentions at length so that in times of both turmoil and euphoria, we act as a sounding board to stay on plan. Our focus is long-term. Short-term market performance can be a distraction and a lure away from good discipline. The way we communicate with you and report on progress is designed to mitigate reactive behaviors and make your portfolios purposeful.  

Risk Manager – Understanding your risk tolerance, and incorporating it into investment portfolios, is just one aspect of risk management. We help to define risk in a way that goes beyond market volatility and addresses obstacles specific to a family’s wealth plan and estate plan. We define success not by benchmarks but by the realization of your stated goals and the impact that you would like to achieve. 

Impact Investing

Custom Lending and Credit

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Nonprofit organizations

Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Private Wealth Management, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide access to the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.

Intergenerational Family Wealth

As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps  us to see and share best practices to help you achieve them.

Professional Athletes

As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that help you to succeed in a challenging environment, and the unique financial needs that come with your success. Merrill Private Wealth Management works with a select group of current and former professional athletes as they pursue their financial and legacy goals. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to help simplify the complexities of your life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies for the operation of a business, and education of family members to help bring your legacy vision to life.