Personal Wealth Management

It is just as important to manage your liabilities as it is your assets.  After all, money saved is just as helpful as money made. Our clients have access to discounted mortgages/home equity lines, preferred credit cards and secured credit against investments.

• Spending & Budgeting
• Investment Management
• Retirement Planning
• Education Planning
• Trust & Estate Planning Services
• We partner with Bank of America Private Bank, one of the largest fiduciary trust companies in the country
• Insurance
• Long Term Care

Utilizing our Wealth Outlook software, we can stress-test your wealth management plan to see if it meets your specific goals.  If you do not have an existing plan, our team will work with you to assist in articulating your goals and creating a plan around them.
 

Medical Professionals

Whether you’re a physician, dentist, surgeon or any of the various medical professionals that serve our community, we know that your time is scarce and therefore extremely valuable.  With the constant stress and pressure of working in an ever changing industry it can be difficult to allocate the proper time and care necessary to craft, implement and continually execute an efficient financial strategy.  Your needs are unique and complex.  The Mackey Weber Group, has worked with medical industry professionals and we understand some of the challenges you face such as:

• Tax Efficient Investing
• Retirement Planning
• Insurance needs
• Liability Management
• Buying or selling a practice

Scott Weber, Donna Yvanek and Luke Anderson have a combined experience of over 60 years in the financial services industry.  Each one of them has achieved the CERTIFIED FINANCIAL PLANNER certification.  Allow us to identify what is important to you, craft a detailed financial strategy, execute and adjust as necessary on behalf of you, your family and your practice.

Business Owners

Owning and operating your own business is one of the most difficult, stressful and challenging ventures in America today.  Yet, it can also be the most rewarding.  No two businesses look exactly alike, which can present very unique financial obstacles.  With the help of the Mackey Weber Group, you can meet these obstacles head on and focus on what is important to you.  Some of the more common areas that we can help small businesses with are:

• Having the proper insurance for yourself and your key employees
• Providing a retirement plan for you and your employees
• 401k / Profit Sharing
• SEP IRAs
• Simple IRA Plans
• Cash Balance Plans
• Deferred Compensation Plans
• Treasury Management
• Credit & Lending
• Investment and liability education / management

At Merrill, we have full access to Bank of America’s credit and lending arms which allows us to work with you to control and manage both sides of your balance sheet with one contact.

401k, Endowment & Foundation Management

The Mackey Weber Group structures and advises on 401k plans for all size companies ranging from singularly owned businesses to companies with hundreds of employees.  As the owner or administrator of a company plan, we will work with you to match with a platform that fits your specific needs and simplifies your workload.  With multiple partners from which to choose, we can bid out your plan on your behalf.  This leads to the most competitive pricing of your plan and a comprehensive choice of investments.  Ultimately, we will help you select the plan that gives the best fit.  Furthermore, our team will provide on location education and guidance on a regular basis to you and your employees.

Non-profit companies, endowments and foundations play an integral role in our communities and in society at large.  It’s of vital importance to have a team in place to continue the management/administration of these entities until its goal has been achieved.  Often times, that goal is one that extends into perpetuity, hopefully continuing on a legacy or mission into the foreseeable future.  We can help put you on a path of responsible growth using an investment policy statement to adhere to board guidelines and make sure that your distributions / gifts / tax reporting are all handled with care.  We are always glad to have your organizations investments reviewed at no cost.