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Merrill lynch

Trichler Wealth Management Group

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Merrill Lynch
Wealth Management


Your wealth is more than your investments. At Trichler Wealth Management Group, we help you assess what you want to accomplish and how you can get there. Our team members—Jason, Shelli, Robert, Reyna, and Yvon—are invested in your success and work to help you pursue the future you envision.

Welcome

Wealth involves opportunities. But it also involves questions. At Trichler Wealth Management Group, we help you determine the answers that make sense for your life.

We’re a close-knit team of Advisors and Associates, six people strong. Located in the greater Seattle area, we serve clients in more than 15 states, offering significant experience, technical insight, and practical knowledge. More important, we offer a focus on you and your long-term well-being. We built our team selectively and carefully, determined to share our common passion for helping people create better lives for themselves.

As a team, we’re collaborative, collegial, and resolute in our desire to add value to your life. Our culture, we believe, creates a better client experience—one where people know they are valued and appreciated. We are genuinely honored to serve—a principle we embody in our actions, as well as our words.

We recognize the singularity of your path. That vibrancy lends satisfaction to our work. Here’s what you can expect when you engage us:

  • We listen to you. Really listen to you. Your goals and intentions will set our path, and we’ll walk with you, advancing progress toward what matters to you.
  • We reduce stress in your life. Finances can involve the anxiety of the unknown. We help shoulder that burden, organizing and deploying your wealth more purposefully.
  • We help you in ways you might not expect. Wealth has a way of touching multiple aspects of your life, from your relationships to your day-to-day transactions. We look to help you make better decisions about your finances, providing you with the information and confidence to find a better balance.
  • We work hard for you. Speak with us for a few minutes, and you can detect our enthusiasm for our craft. We’re eager to share our knowledge, iron out the complexities of your finances, and serve you like you’ve never been served before.

Why the Trichler Group

You are unique. Your past, present, and future are wholly your own. We recognize the distinctiveness of your story and appreciate the sacrifice and effort you have invested in creating your wealth.

We believe strongly in the importance of “a good fit” when working with the clients we serve. There are a few aspects of our practice that set us apart. Here are a few of the ways that we believe we are different: 

  • Customization. We work with clients from varied backgrounds, including entrepreneurs and wealth creators; exotic car enthusiasts; single, divorced, and professional women; sports & entertainment professionals including, athletes and authors; nonprofit institutions; and multi-generational families. Each of these life paths involves unique decision points, opportunities, and challenges. We tailor our outreach to each person’s individual parameters, forging a wealth framework that is distinctive in its detail and depth.
  • Diversity. Our team reflects the vibrancy of the greater Seattle area in our composition and outlook. We’re diverse by race, gender, life stage, and experience. The richness of our experiences, we believe, enhances our ability to relate to the clients we serve and offer the wisdom of multiple perspectives.
  • Mindset. We want you to succeed, and we’ll put in the work to help you get there. Our Advisors were drawn to wealth management because they wanted to make a meaningful impact on people’s lives and legacies. We combine perspective and experience to generate positive momentum toward your goals. To that end, we offer significant experience in Environmental, Social, and Governance (ESG) investing, allowing you to tailor your portfolio to your values and principles.
  • Collaboration. When you engage our team, you engage all of us. We’re equally invested in your success, a structure that is distinctive among wealth management teams. This collaborative culture provides you with a variety of insights, drawing from our individual strengths. The result, we believe, is a better client experience.
  • Professionalism. We’re dedicated to our craft, striving to bring clients forward-looking ideas and time-sensitive opportunities. We live that mission through our commitment to professional education, attaining a number of industry designations that attest to our seriousness and resolve.

We begin each relationship with a conversation. Reach out to us, and one of our Advisors will be happy to connect with you about your interests and needs.



*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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

Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you’re paying for and what you’re getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

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.

Jason M Trichler

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.

Forbes "Best-in-State Wealth Advisors" 2020
Published on January 16, 2020.  Rankings based on data as of June 30, 2019.

Trichler Wealth Management Group

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

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

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*

Meet Our 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.

Paul Stauffer

Wealth Strategies Advisor

Bank of America, N.A.

Nissrine El Hamouche

Wealth Management Banking Specialist

Merrill

Ryan Osburn

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #432311

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

      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.


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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.