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The Armstrong Group

Private Wealth Advisors

2125 LOUISIANA BLVD, SUITE 200

ALBUQUERQUE, NM 87110

800.214.7614

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About us

The Armstrong Group

The Armstrong Group works with institutional and private clients to develop and implement customized strategies. Our team helps clients make informed decisions about their financial futures by providing them with the knowledge and guidance they desire. We are members of the Private Banking and Investment Group at Merrill Lynch and specially designated Global Institutional Consultants. Our goal as advisors is concrete and direct: We seek to provide exceptional client service and consistent long-term results.

Our Client Centered Approach

We begin our engagements with thorough discovery about a client’s concerns, goals, and long-term aspirations. We ask a lot of questions and listen intently. We continue this process throughout the client relationship, adjusting our strategies to reflect changing priorities and conditions. Our team cares deeply about the clients we serve, applying our experience and insight to advance client aims amid an increasingly complex world.

Specially Designated to Serve Institutional Clients

As Global Institutional Consultants, we have the training, capabilities, and resources to serve institutional clients exceptionally well. We advise endowments, foundations, religious organizations, settlement trusts, insurance companies, and retirement plans, helping them broaden their impact, strengthen their financial outlook, and prolong their vital service to the larger community.


We offer access to a range of institutional services including:

  • Investment policy statements
  • Strategic asset allocation
  • Manager searches and oversight
  • Performance measurement
  • Custody
  • Investment advisory
  • Fundraising
  • Board education

  • A Single Source for Uniquely Successful Families

    We work with wealth creators to design cohesive strategies that reflect their personal, professional, and philanthropic goals. The clients we serve have complex needs and nuanced requirements. We provide a highly individualized and attentive approach, recognizing that significant wealth warrants an exceptional level of care.


    Our team is a single point of contact for multiple family needs:

  • Asset and liability management
  • Trusts and estate planning services
  • Wealth transfer
  • Philanthropy
  • Tax minimization
  • Credit and liquidity
  • Private banking through Bank of America, N.A.



    Asset Allocation does not ensure a profit or protect against loss in declining markets.

    Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.


    Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

  • Meet the team

    Back to team

    Leonard Armstrong, CIMA®

    Senior Vice President

    Private Wealth Senior Consultant

    800.214.7614

    800.214.7614

    leonard_armstrong@ml.com

    Add to address book

    Read Bio

    Nathan Armstrong, CIMA®

    Senior Vice President

    Private Wealth Advisor

    800.778.1683

    800.778.1683

    nate_armstrong@ml.com

    Add to address book

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    Nick Jackson

    Financial Advisor

    505.872.7510

    505.872.7510

    nick.s.jackson@ml.com


    Awards

    Latest Thinking


    Back to overview

    Meet the team

    Leonard Armstrong, CIMA®

    Senior Vice President

    Private Wealth Senior Consultant

    800.214.7614

    800.214.7614

    leonard_armstrong@ml.com

    Add to address book

    Read Bio

    Nathan Armstrong, CIMA®

    Senior Vice President

    Private Wealth Advisor

    800.778.1683

    800.778.1683

    nate_armstrong@ml.com

    Add to address book

    Read Bio

    Nick Jackson

    Financial Advisor

    505.872.7510

    505.872.7510

    nick.s.jackson@ml.com