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Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Bryan Lieungh, CPFA, CEPA
Resident DirectorMerrill Lynch
Wealth Management
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Profile
With profound interest in the families they serve, Bryan, and his team, believe the lessons they learn from clients are as meaningful as the wealth management strategies they craft on their behalf. Bryan caters to an impressive clientele throughout Colorado and across the country – executives of public and private companies, successful business owners and successive generations of their families.
“Clients are smart and in learning mode,” Bryan points out. “They welcome the opportunity to communicate honesty, intelligently and frequently. We strive to develop relationships with our clients that go beyond investment discussions. As such, conversations take on specific meaning and direction to fit what matters most. By providing investment acumen and genuine attention, we’ve come to serve a loyal circle of clients who expect more from a financial advisory practice – in the way of strategy and service.”
In all market conditions, we want clients’ portfolios to move in the right direction. That's why, as unbiased, opportunistic investors, we use alternative investments and strategies to create a plan that doesn't rely on day to day market movement. On the flip side of clients’ balance sheets, we provide streamlined access to Bank of America, N.A. for residential, securities-based and commercial lending (NMLS# 1294650). We also coordinate with clients’ attorneys and CPAs at “tax time” and throughout the year, to align tax minimization and estate planning strategies.
“Clients’ heartfelt goals tend not have dollar signs in front of them. They’re about people and purpose,” Bryan says. “Holding a position of leadership at the firm allows us to stay sharp in understanding how to present the full capabilities of our firm to fit the unique needs of our clients saving them time and money. We strive to eliminate walls often placed between the investment process and other aspects of wealth resulting in the acceleration of our clients’ pursuit of lifestyle and legacy.”
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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EDUCATION
University of Wisconsin
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.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 I can help you create a financial approach that reflects your personality. Only then can I 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
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.
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