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The Goodbody Group

Private Wealth Advisors




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About us

About Us

The Goodbody Group is a wealth management team within the Private Banking and Investment Group (PBIG) at Merrill Lynch. Located in Pittsford, New York, we are the only PBIG team that serves the upstate New York region. We exclusively work with ultra-high-net-worth clients, providing the insight and acumen required to address the complexities of significant wealth.

Attuned to the Needs of an Exclusive Clientele

We recognize that significant wealth is different in its scale, opportunities, and challenges. We have hands on experience navigating the crossroads of wealth, helping clients make informed decisions about near term objectives and long term aspirations. We work with corporate executives, entrepreneurs, affluent families, family offices, endowments and foundations.

The hallmark of our approach is a highly tailored strategy. We begin our engagements by discerning the concerns and priorities of each client. We then devise integrated initiatives specially created to reflect a client’s distinctive circumstances. We look to channel the extensive investment and wealth management capabilities of Merrill Lynch and the banking resources of Bank of America bringing these offerings to clients in a manner that is relevant and concise. Throughout the relationship we foster a boutique atmosphere that prioritizes personal attention and unwavering service.

Discreet and Responsive

As trusted advisors we prioritize client privacy and account integrity. We devote considerable team resources to operational soundness and accessibility. Clients not only meet with us regularly, but they speak to us whenever needs arise. Our mission is to be helpful in any context that concerns clients. We drive value by helping clients with issues regardless of complexity or simplicity.

A Single Source for Coordinated Strategy

When clients engage our team they not only enlist our own efforts, but those of a wider network of dedicated specialists. We spearhead integrated action across multiple disciplines of wealth. Our approach is marked by creativity and innovation.

    Our team is skilled in the following areas:
  • Investment management
  • Alternative investments
  • Concentrated and restricted stock management
  • Trust and estate planning services
  • Credit and banking through Bank of America, N.A.
  • Operational assistance
  • Philanthropy

We invite individuals, families and institutions with sophisticated needs to discuss their goals relative to our capabilities in more detail.

Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

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