Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
While we help individuals and businesses manage their assets for the future, that's only the beginning. Our team can offer you access to strategies across the financial spectrum. No matter where your life or business takes you, we can help you maintain focus on what you value most.
Investment services, banking services—personal service
Because we work with clients holding significant assets, we can—through the investment insights of Merrill Lynch and the banking convenience of Bank of America—offer you access to a customized suite of high-level financial services. Our team can offer individual clients approaches to asset allocation, wealth management strategies, estate planning services and retirement planning services, as well as insurance and risk management strategies. In addition to retirement plan services, we can help with business valuation and succession strategies. We can also provide access for corporate clients to Bank of America cash and investment management, treasury services, equipment financing and lines of credit as well as help with business valuation and succession strategies.
An open investment platform
Through The London Group, both individual and corporate clients have access to Merrill Lynch's open investment platform. We can assist with investment strategies and wealth preservation strategies using domestic and international equities, fixed-income, mutual funds, exchange-traded funds, alternative investments, annuities and life insurance. Although we cannot be involved in the selection of the funds in a plan we can provide information to the investment committee of a plan sponsor who ultimately make the decision.
Because The London Group works with affluent families across the country, chances are we've seen your financial challenges before. This insight helps us offer individualized strategies based on your outlook and financial personality.
We can help families pursue their financial goal of developing their assets over time. They may also have business interests, deferred compensation or other tax-deferred assets, or legacies from inheritance or trusts. We can offer long-term portfolio recommendations designed to help maintain your core wealth structure, while seeking smart, sensible growth. We also look at various ways to help you manage your risk, taking into account the potential hazards of income loss, taxes, inflation or the unexpected passing of a key provider.
Retirement planning services
The London Group has worked extensively throughout the retirement arena, so it's no surprise that affluent individuals approaching retirement have sought our advice and guidance. We offer highly customized strategies to help you pursue the kind of post-working life you want. We look at what kind of lifestyle you envision, where you want to live, how extensively you will travel, and what kinds of health care savings you will need. This understanding helps us offer you a range of income and distribution options tailored to your needs and goals, no matter where retirement may take you.
Your financial management
Regardless of where you are in your life or career, we believe informed financial management is essential to helping you keep more of your assets and income. We can show you where we think you may be overspending on taxes, debt and other expenses and obligations In collaboration with your tax and other professionals, We can help you bring together key aspects of your financial life into a single over-arching structure that evolves as your life changes.
The London Group can provide administrative services to help businesses of all sizes manage their qualified and nonqualified retirement plans. From employee education to updates for the plan sponsor, we can provide businesses with access to retirement benefits that are cost-effective, manageable and easy for your employees to use.
Customized investment menus
Whether you're fine-tuning or completely redesigning your retirement plan's investment menu, The London Group can work with your investment committee to help provide guidance to selecting high-quality choices that present long-term potential. These plans may also offer self-directed brokerage accounts for employees. Our team can also access specialists within Merrill Lynch to draft an investment policy statement and help your investment committee and plan reviews.
In-depth employee education
The London Group can meet with your employees through group seminars and one-on-one consultations to help them make the most of the retirement plan. We can offer them education on their contributions, employer contributions, asset allocation strategies and various distribution options. Our team can also help participants understand the importance of portfolio diversification and rebalancing. The goal is to give employees a chance to build a tailored portfolio, taking into account their tolerance for risk, liquidity needs and time to retirement.
Providing access to plan services
Our team can help with key administrative aspects of your retirement plan, as we work with plan providers to help with employee meetings and plan sponsor meetings, contribution processing, and more. You can also get up-to-date reports on your plan's investment performance, participation, contributions and distributions quickly and easily online.
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.
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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.