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Weichsel Lan Exell Group
- phone
843.800.6855
- address
75 Port City Lndg
Mount Pleasant, SC 29464
Merrill Lynch
Wealth Management
At The Weichsel Lan Exell Group, we strive to be the first call you make for objective advice, knowledgeable guidance, and caring personalized service. Highly approachable and readily accessible, we understand that both private clients and institutions depend on the performance of their investment portfolios to help fulfill their goals. Our mission is to help simplify and bring together all of the various parts of your financial life into a seamless, disciplined wealth management strategy.
Weichsel Lan Exell Group
Welcome - Our Practice
Wealth Management
In today’s ever-changing world, we understand that managing significant wealth can be complicated and time consuming. We work with multiple generations of affluent families, as well as corporate executives, business owners, physicians, and other professionals who lead busy lives and don’t always have to time to research, develop and regularly review their financial strategy.
Listening carefully, we determine their spoken and unspoken needs and take the time to thoroughly explain concepts and options, so they’re empowered to make educated decisions that align with their goals. We work with our clients to help create customized wealth management strategies that may involve wealth structuring, retirement income planning, investment management, and estate planning services.
Our business has grown over the years through referrals, and that trust and confidence means the world to us. Our client-centric approach, paired with our education, professional designations, diversity, and access to the extensive resources at Merrill and Bank of America, have enabled us to develop and maintain multigenerational relationships with a broad spectrum of clients.
Institutional Asset Management and Consulting
Our team also has a depth of experience working with institutional clients. We understand that fiduciaries have a significant responsibility with respect to the assets under their care, yet many do not have the time, resources, or expertise required to develop, implement, and monitor a disciplined, long-range strategy.
As a Global Institutional Consultant, Kirk Weichsel is among a select group of highly qualified and credentialed consultants at Merrill who can provide the in-depth knowledge and customized service and assistance institutional investors need to navigate today’s financial landscape.
Our goal is to help captive and traditional insurance companies, foundations, endowments, not-for-profit institutions, and business retirement plans create customized investment programs designed to support their missions and manage their fiduciary responsibilities. Combining our years of experience, knowledge, and energy with the banking resources of Bank of America and investing insights of Merrill, we provide trustees and investment committee members with thoughtful advice and sophisticated investment strategies to help them manage risk and fulfill their missions.
*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.
Focus On High-Net-Worth Individuals and Business Owners
We offer clients a breadth of potential solutions, premier service and financial tools based on their unique circumstances.
No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:
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 and giving to charities
Work: Working in retirement, selling or starting a business
Finance: Bringing it all together; defining your financial goals
We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.
We'll also draw on our industry knowledge and experience to offer:
Potential risk management strategies
Trust and estate planning services
Potential wealth management solutions
Access to Bank of America for your credit and banking needs
Global Institutional Consulting
Institutional Asset Management and Consulting
Captive and Traditional Insurance
We support captive and traditional insurance companies with prudently managed strategies and platforms to help meet their liquidity, income, and growth needs. We work with the company's board of advisors, risk manager, and accountants to provide the right strategy for clients within the confines of the industry guidelines, regulations of the domicile, and client's investment policy statement.
Endowments, Foundations, and Not-For-Profit Institutions
Our team, along with Merrill and Bank of America, provides asset management, consulting, and administrative services to philanthropic entities. This may include Investment Policy Statement analysis, portfolio construction, investment manager selection, portfolio review and performance reporting, planned giving and spending analysis, and comprehensive program administration.
Business Retirement Plans
The Weichsel Lan Exell Group supports businesses with 401(k) and Profit Sharing Plans and offer access to 3(21) fiduciary services. We also serve as a Retirement Benefits Consultant and a Defined Contribution Investment Consultant to plans held within and outside of the Merrill Lynch Bank of America platform. These services include: plan menu design, access to Investment Policy Statement services, and ongoing fund due diligence and reporting.
*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.
Defined Contribution Investment Consulting (DCIC) is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith (also referred to as “MPLFS” or “Merrill”).
Philosophy
Our approach to wealth management is consultative, objective, and committed to excellence. We take the time to listen to and review client financial situations, preferences, and goals. From that, we make recommendations that accurately reflect each client's income and growth expectations, and explore strategies that cover a wide range of opportunities, including:
Retirement Income Planning
Investment Management
Life Insurance
Lending and Credit through Bank of America, N.A.
Banking through Bank of America, N.A.
Access to estate planning and trust management services
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you and your family. Our job is to understand what matters most to you. We’ll work together to create a financial approach that reflects your investment personality and is built around your priorities. You’ll receive advice to help you navigate changes in your life.
Your approach to investing
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 potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
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.”).
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.
Madison Montemayor
Wealth Management Banking Specialist
Merrill
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Ryan Thrower
Wealth Strategist
Merrill
Mark Schepp
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #474164
Create a plan that is all about you.
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.
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
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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.
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.
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