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Merrill lynch

FHB Wealth Management Group

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Merrill Lynch
Wealth Management


The FHB Wealth Management Group focuses on overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners.

Our collaborative approach stands as one of our most valuable strengths, providing the personalized service of a boutique-like firm combined with the extensive resources and opportunities of a global institution. Significant wealth requires exceptional care.

The FHB Wealth Management Experience

For over half a century, the FHB Wealth Management Group has been aiding affluent families, successful professionals, and esteemed institutions in crafting tailored, adaptable wealth management strategies to address both immediate and long-term financial objectives. Our financial guidance is shaped by extensive investment knowledge and bolstered by the resources and investment insights of Merrill, as well as access to the banking conveniences of Bank of America.

The exclusive clientele we serve have amassed wealth through various avenues and require a personalized approach to their distinct wealth management needs. Our highly skilled advisory team provides considerate and inventive strategies designed to safeguard and expand assets, pursue desired retirement lifestyles, and establish diverse, flexible portfolios engineered to leverage market opportunities.

Our personalized services encompass retirement planning, the management of concentrated stock holdings and liquidity concerns, collaboration with your legal and financial advisors to devise tax-efficient methods for wealth transfer, and access to Bank of America trust and philanthropic services.

To navigate the anticipated and unforeseen financial events in your life, we encourage you to engage with us. You can depend on our extensive resources and breadth of experience to guide you through your wealth management challenges, no matter how intricate.

Philosophy

Every individual is unique, and therefore, there isn't a one-size-fits-all approach to wealth management. Your priorities are our top priority. After understanding your needs, goals, risk tolerance, time horizons, liquidity requirements, and long-term aspirations, our team can assist you in recognizing and tackling financial challenges and opportunities. With care and knowledge, we leverage our experience and resources to support you in helping you achieve your objectives.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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.

Adam N Berlien

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Alan H Ford

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

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.

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

      We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      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.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.