Significant wealth is different-in its scale, complexity, opportunities, and challenges. I understand that difference and can help you move forward toward the future you envision, for yourself, your family, and the people and priorities that are important to you. As a Private Wealth Manager with Merrill Private Wealth Management, I provide detailed advice and guidance to a select group of clients, providing them with the advice and guidance they need to make informed decisions about their financial lives. I believe strongly in values of clarity, transparency, and service, striving to create the best possible experience for clients, their families, and their businesses. The relationships I build with people are warm, discreet, and span many years. I've worked in the financial industry for more than two decades. As a result, I have practical experience in diverse areas, from investing and pre-liquidity event planning, to legacy design and customized lending. I combine technical knowledge and creative problem solving with an ingrained sense for people. Wealth decisions, I've found, are ultimately people decisions. It is important to me that clients feel supported and understood, particularly relative to their unique circumstances. WHAT YOU CAN EXPECT: - If the scale of your wealth has taken on a complexity you did not anticipate, I can help you unwind the intricacies of your situation. I'll also point out some ways in which your wealth can work more efficiently. - If you are an entrepreneur, business owner, or senior executive, I know the value of your time. I'll help you get your financial house in order so that you can dedicate more time to the personal or professional pursuits you value most. - If you want to create a lasting legacy, I will help you lay out a clear path toward that objective. I will build with you, refining our plan over time relative to your evolving needs. Reach me directly at chris.maher@ml.com