Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Significant wealth brings opportunity—and responsibility. After all, fostering your assets while upholding your values and preserving your family dynamics is serious work. At the MUA Wealth Management Group, we understand the unique circumstances affluent families and institutions face, so we dedicate our entire practice to supporting you.
Selecting a new advisory team is a major decision, and we honor this trust by fully committing to each client’s lifelong needs. When you work with MUA, we want you to expect a different level of support, guidance, and service than you have ever experienced when managing your wealth.
We call our approach “Executive Wealth Management,” because we believe it is similar in essence to the service you find with executive healthcare:
“Someone’s sitting in the shade because someone planted a tree a long time ago.”
No matter what you hope to achieve, our team is here to help you foster the financial life you’ve imagined. We aim to provide lasting, measurable value from the first time we meet and across future generations.
Since our founding in 2013, MUA has grown to become a group of highly educated, experienced advisors [MC1] who share a commitment to client service and advanced wealth management.
As your financial guides, we focus on providing you:
Our goal is to combine the attentive service of a boutique-like financial practice with the resources of a global investment firm. With our team, you can expect friendly, familiar voices answering the phone—matched with outcome-focused professionals supporting your intricate, complex financial life.
As your financial life becomes more complex, your wealth management needs will often extend far beyond your portfolio. Consequently, we believe you need guidance that considers the myriad and interconnected aspects of your wealth.
From our experience, many new clients come to us after experiencing less effective support than they desire and deserve. When you join the MUA family, our goal is to provide you with customized strategies that reflect a full picture of your assets and ambitions.
Through our Executive Wealth Management Process, we will address 12 financial factors that may impact your current needs and future goals:
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.