For more than 50 years, clients have looked to Wickham Cash Partners for individualized advice and guidance designed to help them preserve and grow their wealth, develop income strategies to support their evolving lifestyles while taking into account their tax situation, endow charitable interests and leave behind a legacy for future generations.

Our depth of experience as Merrill Lynch Private Wealth Advisors to individuals and families with substantial wealth has shaped our time-tested approach. With reflection and insight, our private banking team provides clients with independent advice and guidance, strategic thinking and the intimacy you would expect from a boutique financial services firm. In a world of 'round-the-clock financial information, and with new investment opportunities emerging daily, look to us to help you confidently navigate the financial markets with a focus on today and an eye on the future.

With the resources of Merrill Lynch investing and Bank of America banking, our value to clients stretches well beyond wealth management, extending to guidance and solutions for every aspect of your financial life.

Defining a Clear Strategy

Many of our clients have built and sold successful public and private companies, and each of them has shared with us that they could not have been successful without a well-developed strategy. We believe that managing your personal wealth should be no different. That is why our process begins with a thorough review of your balance sheet, income requirements, future aspirations, philanthropic goals and a detailed discussion about what risk means to you.

With a clear strategy based on your tolerance for risk and time horizon, we fulfill your individualized allocation with the most appropriate blend of active and passive investment solutions. We emphasize independence and a degree of flexibility in all of our recommendations, so as not to limit you to any specific product or provider.

Knowing that change is constant, we will meet with you frequently to address relevant changes in your personal and financial life, review your investment performance and recommend corrections when necessary to help keep you on target to meet your financial goals.

Individualized Attention, Independent Advice and Guidance

By serving a select number of families, Wickham Cash Partners is able to offer you proactive, customized service. In today's world of automated attendants, we believe there is no substitute for the level of personalized attention you will receive from our team.

In fact, it's not uncommon to have two or three team members meeting with you on a regular basis — or multiple team members working together to address a complex situation on your behalf. Whether yours is an investment-related issue for our analysts or a wire transfer request for our service team, we provide professional service that we feel is unsurpassed in the industry. We believe there is tremendous value in spending time with you face-to-face. As a client of Wickham Cash Partners, you can expect regularly scheduled meetings with the added flexibility to meet with us at a moment's notice. Our approach to client service is designed to help bring structure and simplicity to your financial life.

Private Wealth Advisors to Individuals and Families

Early in Charles Wickham Jr.'s career, he made the decision to establish meaningful relationships with a select number of wealthy families. While considered unconventional at the time, Charlie believed that if he could truly understand clients' family dynamics, their balance sheets, their income statements and their long-term goals, he could help them develop a financial strategy designed to last for generations. Fifty years later, our team of professionals continues this tradition as Wickham Cash Partners.

Wickham Cash Partners has experience in helping clients in all stages of their life cycle — and we can help you.

Meet the Professionals

Our three partners have a combined 75 years of investment experience — 100% of it with Merrill Lynch. Our five client associates have an average of ten years in the financial services industry, the majority spent with Merrill Lynch. This level of continuity and experience is rare in our industry. We have found that these strong client relationships, when allowed to mature, have flourished through all types of economic conditions — often surpassing expectations. Furthermore, many of our relationships have broadened into two, three, even four generations of the same family. We believe this is a powerful testament to the insight, service, advice and guidance we provide.