Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The Douglass Group is dedicated to serving the financial needs of a select cadre of families and individuals who possess substantial wealth. We offer strategic wealth management for business owners, entrepreneurs, Fortune 500 executives, wealthy retirees, private investors and institutions. These clients have come to The Douglass Group, in our opinion, because they realize their wealth demands special care.
Prospective clients often ask, "Why should we work with The Douglass Group?" We believe that they find the answer in who we are, what we do and how we do it. Our team has more than 100 years of collective experience helping affluent families make prudent choices about managing their wealth. That's seven combined decades of offering wealth and investing strategies through a number of market and economic cycles, across waves of ever more complicated financial products and services.
We believe that clients seek us out for goals-based guidance on the complex matters affecting their futures, and we also believe that they find value in engaging our insights across multiple wealth management disciplines.
Clients, especially those preparing for the next stage of their lives, face a number of challenges in managing significant wealth. Our team understands the obstacles, the opportunities and the many forms of risk. We are adept at developing strategies that help clients create the kind of future they want–on their terms, within their outlook.
In helping you define and chart a path toward your goals, we take into consideration your assets, your objectives and, just as important, your attitude and habits regarding money. We'll look at how you can segment your assets into portfolios targeting preservation, income and liquidity, intermediate and long-term growth, plus any special objectives you have. We'll also look at how to help you:
Your wealth has a structure–and as with any structure, the better its design and construction, the better it can withstand the stress of the outside environment and the demands of the people it can benefit. Our wealth allocation framework can help you reengineer and manage your assets to stand up to these four key risk factors:
To take advantage of the opportunities in today’s markets, there is no substitute for a one-on-one relationship with a Merrill financial advisor committed to your needs—an advocate who can access the combined strength of the investment insights of Merrill and the banking convenience of Bank of America, so you can plan ahead with strategies designed to face the new financial landscape:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” in 2018, 2019 and 2020
Barron’s Top 1,200 Financial Advisors in 2018
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.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
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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.
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.
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.