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The Meltzer Group

Private Wealth Advisors

BANK OF AMERICA TOWER

ONE BRYANT PARK, FLOOR 28

NEW YORK, NY 10036

212.680.5952

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Team

About us

The Meltzer Group

We are a private wealth management team headquartered in Manhattan. As members of the Private Banking Investment Group at Merrill Lynch we cater to a selective group of ultra high net worth clients who have demanding requirements and extraordinary opportunities.

An Accomplished Clientele

We work particularly well with active wealth builders who embrace their ability to direct their wealth in a strategic and thoughtful manner. The clients we serve come from varied backgrounds, but they share some common characteristics:

  • They are not satisfied by group think or business as usual
  • They face complex circumstances in the management of their wealth
  • Their time is extremely precious

We embrace the challenge of advising this clientele with a caliber of strategy and service that we believe will exceed even their exacting requirements.

A Rigorous Approach

Private wealth management involves indepth offerings and tactics integrated into a cohesive whole to pursue client goals. Clients come to us for a variety of needs

  • Investment management
  • Concentrated and restricted stock strategies
  • Pre and post liquidity event strategies
  • Trust and estate planning services
  • Tax sensitive philanthropy
  • Lifestyle management
  • Access to structured credit and lending through Bank of America, N.A.

We seek to add value beyond the expected means. The founder of our team, Louis Meltzer, has worked at Merrill Lynch for more than two decades. His network of relationships both within and outside of the firm broadens our capabilities and heightens our overall effectiveness. When difficulties arise or extraordinary circumstances occur our team is undaunted. We are skilled in pressing for client needs and priorities.

A Remarkable Peer Group

When clients engage our team they not only garner our insights and experience, but gain access to an exceptional circle of like minded peers. Discretion is the bedrock of our approach, but when appropriate we seek to facilitate connections and share best practices with clients and their families. This network of relationships helps to open possibilities and spark ideas that amplify the value of our outreach.

Service Beyond What Is Expected

Accomplished families require exceptional service. To us that is expected. Our team looks to be a real time resource as needs arise. We believe strongly in deeds rather than words. We look to earn the trust that clients place in us demonstrating our deep seated regard for the families we serve.

We invite active wealth builders to contact us to discuss their difficulties and challenges relative to our capabilities.

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.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

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

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.

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