Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Get to Know Us
Knowledgeable, attentive and independent-minded professionals who have your best interests at heart. A passion for helping people just like you pursue lifelong success. People who share your vision, your dream and your ethic. People who are in it for a lifetime. It’s why you work with experienced financial advisors.
Our team was founded with the goal of delivering a holistic, multi-generational approach to wealth planning. We accomplish this by utilizing the vast resources of the world’s most prestigious wealth management firm combined with the intimacy and personal service of a boutique.
We understand that the accumulation, preservation and transfer of wealth present different challenges and opportunities. As such, we collaborate with clients’ other trusted advisors, including accountants and attorneys, to address tax, trust, philanthropic & estate needs, in addition to wealth management.
The clients we serve are affluent families and individuals, corporate executives, and successful business owners who value the disciplined approach we bring to each relationship. We provide clients with quality service which includes formal reviews.
We believe financial success is the result of having a defined plan, implementing a disciplined process and utilizing collective wisdom when making decisions. This is the foundation of our best relationships...those which are built on honesty and trust.
Ryan M. Schack, CRPC®
Senior Resident Director, Senior Vice President
Ryan is a Pittsburgh, Pennsylvania native and a graduate of the University of Pittsburgh. He graduated Cum Laude with a B.A. degree in Business and Economics. Ryan also holds the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning. In addition, he is an an active participant in the Sports Financial Advisor Association. Ryan has been in the financial services industry since 1996. He began his career at Merrill Lynch in 1999.
Ryan focuses on the creation of strategies for high-net-worth individuals and their families that are designed to help them pursue their short and long-term financial goals, including retirement and estate planning strategies. His approach to wealth management is consultative, objective and committed to excellence. He prides himself on his ability to listen to clients’ ideas about their financial situations, investment objective, risk tolerance, time horizon, liquidity need, preferences and goals, and he uses the vast resources of Merrill Lynch to help them explore a wide range of possible solutions.
In addition to the above, he serves as Senior Resident Director (branch manager) of the Jupiter, FL office where he mentors and coaches other Financial Advisors.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Pittsburgh
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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, I can help you create a financial strategy that reflects your personality. Only then can I 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.