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Putting our resources and perspectives to work for you

We start by understanding your concerns and priorities and then form a strategy to help you pursue your goals—even as they change over time. The result is a lasting relationship and an approach that reflects your unique values.

Boutique-like focus with expansive resources

Our private wealth advisors' extensive experience, singular focus on your needs, and access to the vast resources of Merrill and Bank of America can help you address the unique set of challenges you face and make the most of your opportunities.

Extensive experience

From individuals and families to business owners and executives, our private wealth advisors are experienced in working with substantial wealth. To guide you in accessing specific wealth management strategies personalized to your individual needs, he or she:

  • Is readily accessible, working with only a few select clients

  • Is rigorously trained to pursue one or more industry certifications

  • Will meet with you to review your goals as your needs change

  • Commits to gaining a deep understanding of your goals, challenges and values

  • Develops a multigenerational wealth management strategy

  • Brings together access to the banking services through Bank of America, N.A. and investment services through Merrill