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Thompson Albertini Hargate

Merrill lynch

Thompson Albertini Hargate

Wealth Management Group

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Merrill Lynch
Wealth Management

For successful clients in all walks of life – and life stages – we dedicate ourselves to putting their wealth to work.

At the Thompson Albertini Hargate Wealth Management Group, we begin each client relationship by looking backward, before we look forward. This allows us to more fully appreciate who you are and why you’ve come to us. 

Specifically, we want to know about your experience and comfort with wealth. What was money like growing up? When you think of money, what comes to mind? How have you accumulated assets? What’s been your greatest financial challenge? By listening to what you say (and may not say), we can deliver a wealth management experience that is meaningful and beneficial.

Who do we serve? A smart, successful clientele that typically puts family at the top of their priorities, and extravagance at the bottom. Some clients are physicians, attorneys and other accomplished professionals. Others are active and retired “millionaires next door” who’ve saved and sacrificed.

We admire clients for their work ethic and share their values, when it comes to helping others.

Over the years, we’ve also come to assist many business owners whose goals extend to serving their employees. Whether we sit with and educate participants working their evening shifts, or keep a 401k plan sponsor aware of new government regulations, we feel fulfilled enhancing people’s wealth and outlooks – and helping employers retain key employees.

Having a small circle of clients helps us keep you informed and helps us stay updated on changes in your circumstances. While we know you’re busy and offer you the latest timesaving technology, we continue our tradition of sending notes or articles we believe you’ll find helpful. Our experience with generations of clients tells us to provide ongoing attention and frequent interaction. We expect you’ll find our approach to be refreshing and rewarding.

What We Believe

At The Thompson Albertini Hargate Wealth Management Group, we believe that many people don’t realize the true scope of a 360-degree wealth management strategy – or the potential benefits of having one in place. 

Rather than simply apply our skills in managing your investments, we look “beyond assets and beyond you, the primary client” to appreciate your full financial picture and your aspirations for loved ones. 

To consistently satisfy your best interests with best practices, we also believe that:

• It’s our job to help you articulate your goals – as part of a clearly defined process that continues over time. By being proactive and analytical, we can also identify areas of your financial life that require attention – to help you anticipate and add stability to your wealth.

• Even the most complex strategy should be explained in simple terms. We’re not here to prove how much we know. We’re here to provide thoughtful strategies that can enhance your financial and emotional wellness.

• Managing your portfolio demands our use of internal and external research, as well as the firm’s due diligence. With no proprietary investments, your portfolio would include what we believe will most precisely fulfill your long-term goals, risk tolerance, investment timeline, and need for liquidity.

• You can benefit from our collaboration with you and your other trusted advisors. By coordinating with your CPA and attorney, we can align efforts and help improve the results of tax minimization and estate planning strategies.

• Clients value our devotion and integrity, just as we value our relationships with them. In many cases, we serve grandparents, parents and children. It feels good to help client families enjoy positive, real-world outcomes.

What Clients Can Expect

At The Thompson Albertini Hargate Wealth Management Group, we work hard for clients – just as they’ve worked hard for others. 

As goals-based advisors, there’s no formula for our process or for the strategies we recommend. By gaining a real appreciation of where you stand (financially and personally), what’s on your mind, and where you’d like to go, we can help you “see around corners” and plan for what comes next. Getting to know you is not a one-time event. We enjoy talking with clients and we look forward to talking with you.

On a given day, we can help you examine ways to send a child or grandchild to college, preserve financial independence as you age, generate income in retirement, purchase a second home, transfer wealth more efficiently, prepare for a liquidity event, direct capital to influence society, or just have a better grasp of Social Security benefits.

Whether we engage with you and your spouse, your children or elderly parents, “providing education” is something we try to accomplish with each interaction. In fact, the hallmarks of our strongest, most enduring client relationships are mutual respect, candor and trust. In the spirit of a fully transparent relationship, we discuss investment pricing and costs with you, in clear terms. 

By bringing you our complementary experiences and skillsets – and integrating liability management, tax minimization and estate planning strategies with risk-managed investing – we can fulfill our mission of “putting your wealth to work.”

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.

Peter Fox

Peter Fox

Investment Advisory Specialist

Merrill Lynch

Joshua H Jasien

Joshua H Jasien

Retirement Specialist

Merrill Lynch

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

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 approach, our goal is to help you stay on track to achieve what's most important to you.

Periodic 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.

    Monitoring 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.

    Wealth Management Your Way

    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.


      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.

      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.