Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Marton Bute Marcus Wealth Management Group guides affluent individuals and families through the development and implementation of their customized wealth management strategies. Because we focus our efforts on a limited number of clients, we can dedicate the time and personalized attention you deserve.
A wealth management strategy should be centered on what is important to you. Our team applies more than 50 years of combined experience to supply candid, customized advice and guidance to each relationship.
In our practice, we emphasize asset allocation as a critical component of a strategic, long-term investment process. We strive to help you manage the volatility of your investment portfolio in a manner designed to preserve and balance your investments over time.
We encourage the use of asset allocation techniques for individuals of a kind that have long been reserved for sophisticated institutional investors. Where appropriate, we can work with you to incorporate these techniques into your investment strategy.
By strategically diversifying your investments beyond the three traditional asset classes—stocks, bonds and cash—we seek to assist you in finding global investment opportunities, with the goal of improving your risk-adjusted investment returns.
This approach is designed to ensure the management of your portfolio appropriately considers and complements your wealth management plan focused on acheiving your life goals.
Our investment discipline is based on the following principles:
The Marton Bute Marcus Wealth Management Group works with individuals, families and institutions throughout the United States. We are deeply familiar with the wealth management issues facing our clients. Our team delivers a goals driven wealth management approach specifically tailored for each client. We take full advantage of the depth and breadth of Merrill and Bank of America Private Bank to identify strategies designed to help you meet all of your financial objectives.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
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 Lending Officer, NMLS # 56761
Wealth Management Banking Specialist
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.