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Merrill lynch

The Eckerline Wealth Management Group

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Merrill Lynch
Wealth Management

We believe the most influential factor in successful wealth management isn't share price, dividend growth or even investment selection. Rather, it's your life, your family, your aspirations and your needs. These are the true drivers of the work we do, the basis of the strategies we build with you, and it is against these strategies that we measure our success.
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A Differentiated Level of Care

When you care about people, they know it. They perceive it in your words, your deeds, and your follow-through. They witness your presence in their lives, during highs and lows, triumphs and challenges. They know you are there for them now and on the path that lies ahead. 

At Eckerline Wealth Management, we believe the care we bring to our relationships is the factor that most differentiates us. We have decades of experience, advanced education, designations, accolades, and technical insight. You’d expect nothing less. But in selecting a guide for you, your family, your business, and your charitable interests, we believe our heart is the deciding factor. We’re “all in” when it comes to your success—as you define it. 

We understand that “wealth” encompasses so much. Your balance sheet is an important part of your wealth, of course, but true wealth extends into many aspects of your life – the happiness of your family members, the opportunities you encounter, the security of your finances, the stability of your health, the well-being of your community, and your sense of purpose in life. 

We’re gratified to have served some client families for more than thirty years, spanning three generations. And we’re proud that client referrals are our primary source of new relationships. Our energy and passion for our work continue, invigorated by the caliber of our client relationships.  We serve good, kind people who want to derive meaning and impact from their wealth, not just for themselves, but for their loved ones and cherished causes. 

We’re grateful to the individuals and families who have allowed us to be an important part of their lives. We invite you to read about the mindset and values we bring to our work and encourage you to reach out to us as we continue to chart a path forward.

The Clients We Serve

Significant wealth is often accompanied by complexity. Clients don’t simply have more wealth—they have more options and decision points. 

At the Eckerline Wealth Management Group, we are deeply skilled in unwinding wealth’s complexities. We work with high-net-worth and ultra-high-net-worth individuals, families, and their businesses, helping them deploy, preserve, and transfer their wealth more effectively. Clients come to us from varied paths. Some are senior executives or professionals. Others are business owners and entrepreneurs. And still others are businesses and institutions that want to to build organizational capacity or enhance their mission fulfillment.

Our suite of services is integrated by design. We believe that wealth functions more effectively when a client’s overall picture is considered. That framework includes varied wealth disciplines, like investment management, banking and lending, strategy and planning, trust and estate planning services, insurance, and philanthropy. But it also includes other “once-off” questions that arise, requiring a steady hand and persistent effort. 

We look to be a single source for financial answers—whatever the issue or need. We know that wealth issues are people issues, family issues, and life issues. We are gratified to ease someone’s burden, connect a person to the right resource, resolve a long-standing concern, or simply listen when someone needs an empathetic ear. We are Advisors and Associates, but also mothers, fathers, sons, daughters, siblings, and community members. Our human touch, we believe, firmly grounds our work to the real world, allowing us to have an impact on clients whom we deeply value as people.

*Banking and Lending Services are through Bank of America, N.A.

The Difference We Offer

At the Eckerline Group, we believe we are a different kind of team for a different kind of client. Here are a few aspects that differentiate our approach:

  • We serve good, kind people. It’s said that your clients reflect your values as a team. We are so proud of the families we serve and are honored to call many of them enduring friends.
  • We are discreet. Client privacy is extremely important to us—a precept that we take very seriously as a team.
  • We row the same way. Collegiality and collaboration not only make our lives better, but clients’ lives, as well. When you interact with us, you have the satisfaction of working with a smoothly functioning team.
  • We are loyal. Your well-being is what matters to us. We have earned a reputation for placing client interests at the forefront of what we do.
  • We are invested in your happiness. Our team shares one mindset: we are ALL relationship managers, dedicated to enhancing your client experience through our skills, talents, and heart.
To discuss how your needs align with our capabilities, please reach out to us using the red CONTACT US button on our landing page. We are eager to learn more about your goals and aspirations, and the ways our service model can support those intentions.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Krystal M Julius

Forbes "America's Top Women Wealth Advisors" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Barron's "Top 100 Women Financial Advisors" 2022
Published on June 17, 2022. Rankings based on data as of March 31, 2022.

Financial Planning's "Top 40 Advisors Under 40" 2022
Published on February 1, 2022. Rankings based on data as of Sept 30, 2021.

Meet the Team

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.

Additional Resources

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.

Matthew Vandenack

Wealth Strategist

Merrill

Bryant Wolfson

Alternative Investments Sales Desk Specialist

Bank of America, N.A.

Trent Lorenzen

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #681407

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 we can help you create a financial approach that reflects your personality. Only then can we 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.

      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.


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      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.



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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.