It’s About People. Not Products.

We think healthy client relationships are key for mutual success. We want to know your kids’ names, how hard you worked to get where you are, how you define a successful life, and how you view investing. A healthy financial life starts with answering these questions. We want to understand the “why” behind your money. When we work together for common goals you’re one step closer to the life you want. Here’s our promise:

Collaboration. You’re not just a client with us. We believe in working with you and getting to know you so we can work together on your terms.

Advice. We provide access to commentary and insights from Merrill experts and advice that is understandable, relevant, and actionable.

Choice. We offer a broad range of investment options from leading asset managers across the industry.

Transparency. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

Value. We design our offerings and services with a goal of keeping costs low, so you have more money to invest.

We Work With Goal-Oriented Individuals, Families, Entrepreneurs, and Nonprofits.

We have the privilege of working with corporate executives, business owners, doctors, lawyers and entrepreneurial minded people. Some of the best days we have professionally are when clients confidently make the decision to retire, start a business, or send their child to college. That is why we do what we do. We are passionate about your future. 

In addition, we collaborate with board members and executive directors of nonprofit organizations and endowments to fulfil their missions. One of the aspects that distinguishes us and our affiliates is that our nonprofit expertise can be combined with our capacity to act as your co-fiduciary. As a fiduciary, we are subject to the highest duty of care. From asset allocation modeling and rigorous portfolio manager selection to donor development and governance strategies, we tailor mission-focused solutions and offer ongoing advice and guidance to help meet your needs.

Charting Your Financial Future

You can’t feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. Traditional wealth management plans are static and don’t account for life’s inevitable changes. It’s like taking off on a long trip with the destination in mind – but without anticipating the twists, turns, detours and traffic you’re likely to encounter along the way. Conventional advisors simply plot your course and hope for the best.

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“Building wealth is intentional, and the security you can get from it starts with making smart, informed decisions." – Brandon T. Smith
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A Better Way Forward

To feel confident you’re moving in the right direction you need clarity and control over your financial life. We have developed a different approach - one that focuses on you but is flexible enough to adjust when your life and markets inevitably change.

By starting this journey you will be better equipped to make the best financial choices, which helps lead to better outcomes for you and your family. Your life and the world around you are always changing, but we want you to always move forward with confidence.

Making Every Portfolio Personal

Every investor has needs and priorities that change over the course of their life. Your investment portfolio should align your money and personal aspirations to help you live the life you want to lead.

To accomplish that, we take a different approach. As with life, investing requires trade-offs. What’s more important for you:

• Keeping costs low?
• Managing tax implications?
• Capturing performance?
• Protecting from bad markets?

Our team works with some of the nation’s top managers to individualize portfolios built around what really matters to you. We collaborate with you and our dedicated team of 238 investment professionals to construct a flexible portfolio that is personalized to you and your family's goals. 

The result is an investment plan you can stick to and believe in.