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The Chipps Group was founded with the goal of delivering the vast resources of one of the world’s largest wealth management firms with all the intimacy and personal service of a small boutique. Many clients are wealthy individuals and their families, usually having between $2-50 million in investable assets, who were referred to us by other clients or by professionals outside of our industry. We also represent corporate clients and not for profit organizations. Clients come to us for professional advice and guidance due to major changes in their personal or family’s financial situation. Their needs have become more sophisticated and complex and they believe they could benefit from having a financial resource in the process. We work closely with their outside professionals to help ensure that their tax and estate planning activities are aligned with their personal and financial goals.
The Chipps Group is privileged to often work with the 2nd and 3rd generation of a client's family. Sensitivity to client needs and conscientious attention to detail are the hallmarks of our group and we have received numerous awards for service excellence and financial advice. Our goal is to educate clients, simplify their lives and help them gain a better understanding of their financial situation. Our strength is in anticipating issues and providing strategies for risk or uncertainty in client’s financial lives. Our job is to worry for clients so they don’t have to.
The Chipps Group is committed to providing a first-class financial services package to a limited number of high net worth individuals, families and small businesses. For one inclusive asset-based fee, we offer individualized wealth management planning, estate planning services, portfolio management and cash management services. We develop long-term relationships with our clients, in some instances working with two and three generations of the same family. Our growth comes from referrals from satisfied clients, their accountants and attorneys.
We are extremely selective in accepting clients into our practice. It is very important for us that our clients enjoy working with us, have reasonable long-term goals, and share our philosophies on wealth management and investing. We extend our extensive knowledge only to those who can benefit from establishing an exclusive, long term and loyal association with us at Merrill Lynch Wealth Management.
Some highlights of our approach are as follows:
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.
We draw on our industry knowledge and experience to offer:
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation. Using the broad investing resources of Merrill, we can also assist with potential solutions for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.
In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. We can offer services that can help you address virtually every financial challenge you face.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
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.
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.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #451116
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By 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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
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