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We get to know you and your family, your financial situation and what matters most to you.
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The Nehme Group has customized highly sophisticated and personalized financial strategies to manage the wealth and expectations of an ultra-high-net-worth, international clientele. They include business owners, CFOs, CEOs, bankers, and generations of affluent families residing in the United States and abroad. We hold ourselves to an exceptional standard of service, rely on our knowledge of foreign markets and our awareness of tax changes. There are no shortcuts to providing superior wealth management.
For clients residing abroad, we offer tailored global portfolios that can be purchased and sold in their domicile – for purposes of fiscal transparency. For American corporate executives living abroad, the team applies its understanding of specific countries to help them maintain 401(k) and other obligations in the United States. We also help Merrill advisors serve international clients. We respect those relationships and strive to fulfill every need of those clients. We understand the positive impact our clients’ wealth will have on their future generations and pride ourselves on being well informed of the currency issues, inflation, wealth transfer and tax consequences that affect an estate in order to create the best possible outcome for this wealth transfer.
We came to Merrill for access to its global research and vast resources. We take investment positions after careful research and tailor each client’s portfolio to their risk tolerance, country of reference, and other considerations. This allows us to serve clients whose achievements, lifestyles, and heartfelt wishes demand thoughtfully-aligned wealth and estate planning strategies. We are privileged to serve the intergenerational wealth of an international clientele.
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.
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.”).
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
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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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.
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