Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Jay Bergeson Wealth Management Group serves a diverse set of clients by focusing on their priorities, ambitions, and personalities. With our strong background in behavioral finance, we examine each client’s past experiences with investing, their understanding of risk, and their desires for themselves and their families. Our process involves a disciplined, planning-based approach in which we account for dozens of factors before constructing a highly personalized wealth and investment strategy to help clients look ahead, and move forward.
Talking to clients frequently, we discuss issues as far-ranging as diversifying concentrated stock positions, thoughtful generational wealth transfer, purchasing a vacation home, financing a business expansion, generating retirement income, or caring for an aging parent. These real life situations are why we remind clients to reach out at any time – for our recommendations, or simply a second opinion.
By helping clients define and articulate what is most important to them, we are able to attend to those things within our control and rise above the distractions of the day-to-day. The outcome is a calm, consistent wealth planning and investment experience that results in clients having the time to focus on what really matters.
In our more than 45 years of combined wealth management experience, the best way we know to provide successful outcomes is by building trusted relationships. While you may feel uneasy when faced with a new situation, we understand that life transitions can actually create opportunities, and a fresh perspective can reveal unexpected benefits.
We believe it is our responsibility to:
Our purpose is to handle the things that otherwise prohibit clients from being with their families, their work, or their pursuits. We exist to help safeguard your wealth and help ensure that your financial decisions contribute to a prosperous and fulfilling life. We achieve this by taking your qualitative goals and dreams and creating quantitative output in the form of a cash flow plan and investment strategy.
You can also expect that we:
We assist a diverse group of individuals, families, and institutions that spans life stages and geographies. Clients include those looking for help as they start their families to those who have traded their seat in the boardroom for one in the golf cart (where in many cases, they contemplate their next venture).
Specifically, we serve active and retired thought leaders at well-known private and public companies, serial entrepreneurs, attorneys, physicians, and multiple generations of families. What they all share is the lack of time to plan for how to maximize another 15 or 25 years of future earnings, account for all of the implications of exercising their stock options, or consider the nuances of creating a legacy for generations to come.
A vast majority of clients were introduced to us at key points of transition when a personal or professional event called for an added layer of sophisticated wealth management. Most have come from a previous advisor that may not have maintained frequent enough communication or been able to keep pace with the fluidity and motion of their financial needs. We enjoy working with clients we admire, looking forward with them, and sharing in their optimism. By getting to know clients well, we find that like us, they care about as much about achieving personal success as they do about giving back to their communities.
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 “America’s Top Next-Generation Wealth Advisors” 2018
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.