Welcome
We serve high net worth and ultra-high net worth clients. As personal advisors, our relationships ensure that we're helping each individual investor plan for and achieve their unique financial goals. The foundation of our financial strategy begins with you and your goals, as we help our clients grow and maintain their wealth through customized planning. Our group provides investment management, retirement income planning strategies, estate planning services, tax minimization strategies, financing and borrowing capabilities and all the banking capabilities of Bank of America and investment resources of Merrill for managing your money in one convenient place. Truely Assets and Liabilities. We are located at the Denver Tech Center in Greenwood Village, Colorado.
Our clients expect our best and our team-oriented approach allows us too strive to deliver excellent service. You will receive a written financial report, "Personal Wealth Analysis", that outlines a strategic plan and helps track your progress to your goals and priorities. When you work with the Mullen Wealth Management Group at Merrill you are provided a qualified and experienced team of advisors, a disciplined investment process complete with a financial strategy and portfolio construction, a customized and tailored service model and full transparency to costs and potential outcomes.
The Merrill Lynch Wealth Management process focuses on desired goals and outcomes. Through ongoing, extensive research we have learned that people generally approach retirement with seven life priorities in mind: Health, Home, Family, Giving, Work, Leisure and Finance. The goals around these life priorities are unique to each individual client, and we help them connect their life to their finances. We can help you put a strategy together.
In advising our clients we take into consideration all of our services and capabilities to provide a financial strategy designed to help pursue what's most important to you. We also help you evaluate your progress to meeting your goals and work with you to adjust your strategy over time as needed.
- Personal wealth management strategies
- Retirement income planning
- Investment management and portfolio construction
- Wealth preservation and transfer strategies
- Tax minimization strategies
- Company retirement benefit plans
- Trusts and Trust Services
- Estate planning strategies
- Long-term care planning
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.
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.
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.
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.”).
Investments
No matter what your priorities are, we offer advice to help you turn your ambition into action. We draw on many experienced investment professionals at Merrill to deliver insights that help you maintain a long-term focus while taking advantage of short-term opportunities. Through the Merrill Investment Advisory Program we offer custom strategies that deliver an appropriate balance of risk and reward, comprised of investment fund and manager offerings that have undergone a thorough evaluation process before they can be included in your portfolios. And all our actions are grounded in a deep understanding of what matters most to you and complemented with regular review. We believe this approach will give you the power to help you meet your goals.
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.
Our environmental strategy is part of our business strategy. Bank of America Corporation (Bank of America), Environmental, Social and Governance (ESG) principles are embedded within Merrill. These principles help Bank of America fuel the global economy, build trust and credibility and represent a company that people invest in and do business with. One of the many ways Bank of America seeks to deliver on this is through its commitment to responsible growth and a focus on ESG leadership. Around the globe and in every community we serve, our company is driving growth by investing in strategies that protect the environment, support and foster the success of our employees, create jobs in our communities and foster economic mobility. By using our capital to address society’s biggest challenges, we seek to manage risk and provide a return to our clients and our business.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Philosophy
We believe that the best financial approach is the one that helps you pursue your goals. We are committed to delivering modern, sophisticated wealth management and a high-touch client experience. We offer a disciplined investment process, with focused client service and complete transparency, guided by a qualified and experienced team. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Do you have a retirement income approach? Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill and the banking convenience of Bank of America, we will work with you to develop custom potential solutions that are designed to address your priorities and financial needs based upon your risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.
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