Lantow Witten Wealth

Merrill Lynch Wealth Management
111 Market Street NE
Suite 300
Olympia, WA 98501
(360) 570-3963
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At Lantow Witten Wealth, we are focused on the investment needs of high-net-worth families and the retirement needs of Washington state employees. We believe every client is entitled to the highest level of personalized service and care. Our team will place you at the center of the wealth management process and collaborate to design a goals-based financial approach to help you reach the goals that matter most to you.
Lantow Witten Wealth
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Welcome to Our Website
Meet Our Team
Benjamin Witten,

ChFC®,CPFA™

Wealth Management Advisor
360.570.3963
Sam Lantow,

CFP®,CPFA™,CRPC™

Vice President, Wealth Management Advisor
360.570.3966
Elizabeth McDaniel
Officer, Registered Wealth Management Client Associate
360.570.3974
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bill Grey
Structured Credit Executive
Kirsten M Schubring
Employee Benefits Specialist
Jamie Rogers
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.