Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The MCNW Group
Wealth Management- address
401 Union St
Seattle, WA 98101
Merrill Lynch
Wealth Management
At MCNW, you are our focal point.
Your needs, interests, and aspirations energize and inspire us, resulting in a client experience that underscores our commitment to you and the people you value.
The MCNW Group
Different by Design
Your wealth is extremely important—to you, to the people you love, and to the causes you value. Your wealth represents your security, your hard work, your aspirations for the future, and your comfort in uncertain times.
At MCNW, we never lose sight of the seriousness of our mission or the value of your trust. We believe we’ve created a different kind of team designed for a different kind of client.
We believe we’re great at serving a select clientele. We’re unapologetic in our pursuit of excellence—a spirit that drives our continual improvement and our belief that our best days are ahead—for you and for our team.
We know your time is precious. Here are a few of the ways that we look to provide a different caliber of experience.
You’re not linear. Neither are we. The clients who engage us tend to have busy lives and complex circumstances. Their wealth has often taken on a scale that has become time consuming to manage. We help them unwind the intricacies of their wealth, weighing their options, evaluating their opportunities, and helping them discern how they can better advance their ambitions and goals.
You see value in customization. We invest a lot of time in our relationships— because it’s the right thing and because we enjoy the people we serve. Our relationships are deep, long-lasting, and close-knit. We’re honored to be a trusted member of a client’s inner circle, and we live that commitment through our empathy and discretion. We don’t pay lip service to customization—we insist upon it as an integral component of a successful relationship.
You know when you are well served. Service is something that’s easy to talk about but difficult to deliver. We know the importance of timely and reliable responsiveness for your needs. We invest in our service team, and we’re committed to performing at the highest levels—diligently and consistently. We focus intensively on service, leading by example in emphasizing the conscientiousness and discipline that can yield a better client experience.
You appreciate intellectual rigor. We tend to work well with people who recognize that all advice and guidance is not the same. Our team members are deeply credentialed and well educated. You’d expect nothing less. We are relentless in our desire to bring you the strategies and offerings that can have a material, positive impact on your life and legacy. We’re not content with “business as usual”—primarily because there is no “usual.” Each person, family, or business is unique, presenting us with a vibrancy and singularity that we find exhilarating and inspiring.
To speak with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We welcome the opportunity to discuss your needs relative to our capabilities.
What We Believe
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:
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Meet you where you are. Whether sitting in your home or office – in Seattle or anywhere else – we uphold our mission to create time for clients. Before anything else, we will listen and learn from you. Then, we can share our personal experiences and professional insights. Seeing matters from your point of view is critical to the effectiveness of the disciplined planning-based approach that defines our offering.
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Be honest and transparent. Earning and maintaining your trust is core to our effectiveness, and the foundation of our wealth planning offering. We clearly show and explain what you’ll pay for our services in the first meeting, and make recommendations based upon your unique situation.
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Use our deep knowledge of behavioral finance and the outstanding research of Merrill to construct, implement, and review a highly customized financial strategy for you that incorporates multiple asset classes to help reduce risk.* Our investment philosophy is based upon the premise that, given the chance, most inventors will allow emotion to derail any thoughtful financial strategy. The strategies and portfolios we employ are designed to remove emotion from the investment process, allowing the time-tested tenants of asset allocation and diversification to allow your portfolio to meet your goals.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Relationship-focused
Cash Management. Cash flow, liquidity and yield reserves
Core Objectives. Income, Income & Growth, Growth
Alternative Investments. Diversifying or Objective Enhancement
Best Ideas. Secular Growth, Tactical or Thematic
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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.
Matthew Van Beek
Barron's "Top 1,200 Financial Advisors: State-By-State" 2023
Published on March 10, 2023. Rankings based on data as of September 30, 2022.
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 Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Forbes "Top Next-Generation Wealth Advisors" 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Christopher Jay
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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 Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Wayne Hampson
Barron's "Top 1,200 Financial Advisors: State-by-State" 2021 for the 13th consecutive year
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Meet Our Group
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.
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 Strategist
Merrill
Ryan Osburn
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432311
Christine Guo
Wealth Management Banking Specialist
Merrill
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
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.
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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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