Your life. Your legacy.

At Merrill Private Wealth Management, we work with a select group of clients to help them navigate the complexities of the quickly evolving world — and turn their goals into action.

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Dedicated and highly experienced

Our advisors work with individuals, families, business owners and executives who seek the support of a dedicated and highly experienced team that understand their needs. We help our clients manage their investment and business interests, follow their passions, build a legacy and have a positive impact on the lives of others.

Focused on what matters most to you

As a Private Wealth Management client, your advisor team will focus on you and your needs, providing personalized advice and guidance by delivering high‐touch service to a select number of clients.

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Boutique‐like experience with access to vast resources

Private wealth advisors offer a boutique‐like experience with access to the resources of a global institution. Our advisors provide personalized advice and guidance with access to a broad range of investment solutions from Merrill and banking solutions from Bank of America.

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

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Get the latest Perspectives

This season, our Merrill Perspectives podcast goes beyond the headlines, examining forces changing the world and their impact on our lives. Topics include saving and planning for college, women and investing, and many more.