Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Now’s the time to have the bull at your back, with Merrill.
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
The Buchholz Moore Wagner Wealth Management Group
Merrill Lynch
Wealth Management
Significant wealth is different, both in its demands and opportunities. At The Buchholz Moore Wagner Wealth Management Group, we help an accomplished clientele simplify and unify their financial affairs, enhance the confidence of their outlook, and advance their priorities with care and resolve.
The Buchholz Moore Wagner Wealth Management Group
Welcome
When your financial affairs take on a certain scale, they can demand significant time and attention. At the Buchholz Moore Wagner Wealth Management Group, we help restore balance to your life, managing multiple facets of your wealth so you can pursue what matters most to you, personally and professionally.
Clients from varied paths seek our assistance. Many are senior executives, entrepreneurs, and business owners who anticipate a significant crossroads in their wealth. They look to us for the perspective and technical insight we can provide, having guided other clients through similar inflection points in their wealth. Good advice, we believe, can make a substantial difference in clients’ lives, helping them take concrete action to capitalize on opportunities—and sidestep possible pitfalls—that lie ahead.
Other clients come to us because they recognize their wealth is not receiving the attention it deserves. Typically, these clients have multiple demands on their time. They excel in their professions and have attained significant success through their ingenuity and hard work. They recognize, however, that their wealth lacks unified direction, strategy, and coordination. They see value in delegating the management of their financial affairs so they can focus on their professions, families, or passions.
For these clients and others, we believe we bring a differentiated level of care, grounded in customization, sophistication, and precision. We offer a client experience that is distinctive in its depth and immediacy, helping individuals and families fashion the lives and legacies they envision.
Here’s what you can expect when you engage us:
- Your path is your own. Our work is deeply reflective of your distinctive needs, interests, and aspirations.
- You can rely on us. We work with a limited number of families so we can provide them with the attention and focus they deserve.
- The more complex your situation, the more value we can provide. We are deeply skilled in unwinding the intricacies of substantial wealth.
To speak with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We welcome the opportunity to speak with you about your needs relative to our capabilities.
Why Our Team
Why The Buchholz Moore Wagner Wealth Management Group
Your path to your wealth is your own. We appreciate the singularity of your situation—both what you have accomplished and what lies ahead. We also recognize that your balance sheet is only one part of your story. Clients typically come to us because they are in search of something greater—security, confidence, free time, direction, analysis, or organization.
We can help provide these things, and more.
Six people strong, we are a tight-knit team of professionals who derive great satisfaction from our work. Our culture is one of thoughtfulness, responsiveness, and thoroughness. We never lose sight of the trust you have placed in us, working hard on your behalf to add value, ease, and convenience to your life.
Here are a few of the ways that we differentiate our approach:
- The Depth of Our Insight. We strive to connect you to impactful ideas and guidance, streamlining your path to your objectives. To that end, we have undertaken extensive professional education. Our Advisors hold the following industry designations, demonstrating our commitment to our craft: CFA®, CFP® professional, CPFA, CPWA®.
- Our Connectivity to Multiple Generations. We have built our team with continuity in mind so we can serve you for decades to come. Our Advisors are at varied points in their professional careers, a continuum that allows us to connect easily with individuals at different life stages, from matriarchs and patriarchs through Millennials.
- The Sophistication of Our Advice. All wealth is not the same. When your financial affairs take on a certain scale, they require a deft hand—one that can discern possible efficiencies across your balance sheet and help you capitalize on those opportunities through in-depth customization. Our Advisors have significant experience addressing the distinctive needs of high-net-worth and ultra-high-net-worth clients.
- The Precision of Our Service Model. Our service team is dedicated to high level service with a focus on responsive and diligent communication. More important, we recognize that service never stops. We’re proud to be a reliable resource, executing on your needs so you can enjoy greater poise in the day-to-day management of your financial affairs.
- Our Engagement with Your Priorities. We’re proud of the work we do and our ability to have a meaningful impact your life and legacy. We believe our ability to streamline the path to your priorities is the pinnacle of our profession.
We begin each relationship with a conversation. Reach out to us, and one of our Advisors will be happy to connect with you about your interests and needs.
---
CFA® is a registered trademark of the CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Approach
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
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.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Meet the Team
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.
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.
Aaron Deming
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637451
William L Kinsey
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637425
Sara Burns
Wealth Strategist
Merrill
Past Events
Monthly Market Update WebEx - March 2023
March 15th, 2023|12:00 PM - 12:30 PM PST
My team here at Merrill hosts a monthly market update via WebEx on the third Wednesday of each month @ 12pm. It's a quick 20-25 minute recap of what we are seeing in the market and what to expect from a financial professional's perspective. David Wagner, CFA®, CFP®, will be leading the call and giving our take on the market.
Create a plan that is all about you.
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.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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. |
|
|
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.