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Your life. Your legacy.

Significant wealth requires sophisticated, highly customized strategies. For a select group of clients, Private Wealth Management can help manage the complexities of substantial wealth.

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 client of Private Wealth Management, you receive access to the resources of a global institution, from investment management to banking and lending capabilities.

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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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.  

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
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