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Neil Kishter

Private Wealth Advisors

1152 15TH STREET NW, SUITE 6000

WASHINGTON, DC 20005

202.659.5033

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About us

The Kishter Group

The Kishter Group is a nationally recognized wealth management team that caters to the needs of ultra-affluent individuals and families. We work with a select group of business owners, entrepreneurs, senior executives, and multi-generational families, creating tailored wealth strategies that address the unique circumstances of each client. We purposely limit client engagements so that we can provide an exceptional level of service and immediacy. Our offerings simply cannot be mass produced. We recognize that wealth management encompasses more than investment management. We combine robust analytics and extensive capital markets experience with in-depth knowledge of wealth transfer strategies, customized credit and lending, philanthropy, financial education, and access to family office services.

In the February 2014 edition of Barron’s, Neil appeared on the Top 1,200 Advisors in America, State by State for the fifth consecutive year.*

Built to Serve

Service and trust are the core ethics of our team. Our founder, Neil Kishter, designed our team from the ground up to respond to the particular demands of significant wealth. We serve the whole client – from day to day needs to life-long aspirations. As a team, we work as a unit, pooling our collective strengths to deliver cogent strategies implemented with precision. We also channel the broad capabilities of the Private Banking and Investment Group at Merrill Lynch, amplifying our effectiveness by bringing in the specific resources that clients need. We also work closely with a client’s external tax and legal advisors, as appropriate, to devise and implement cohesive strategies that are mindful of a client’s long-term aims, but enacted through careful attention to day-to-day details. Our facility in streamlining complexity is a critical way that we add value to clients’ financial lives.

A Thoughtful Approach to Wealth Preservation

We are privileged to work with highly successful people who have worked hard to amass their wealth. We are ever mindful of their efforts and see wealth preservation and prudent growth as key objectives. We recognize that true wealth does not last a single generation; rather, by building the groundwork of wise stewardship, we help clients pursue lasting legacies for generations to come. As wealth advisors, we look to leave nothing to chance. We determine a client’s cash flow needs and resources, carefully modeling return scenarios to account for varied economic conditions. Throughout our analysis, we work to educate clients about the source of returns so that they can gain comfort with their financial lives today and for years to come.

A Gateway to Meaningful Philanthropy

The clients we serve have multiple goals –personal, professional, and philanthropic. We work to advance simultaneous priorities by implementing concrete strategies across multiple contexts of wealth. We recognize that ultra-affluent clients have special opportunities to pursue meaningful philanthropy with dramatic impact. We help clients enact tactically smart – yet emotionally rich—connections and contributions to the people and causes they cherish. As a team, we live by our words, contributing extensively to philanthropic causes in the D.C. area. Our personal connection to local philanthropy has enhanced our overall client outreach; together we have explored new ways to accomplish meaningful change in the wider world through the strategic deployment of wealth.

Our Offerings

We offer a suite of services deployed in a manner that is customized, sensitive, and discreet:

  • Investment management
  • Alternative investments**
  • Concentrated and restricted stock strategies
  • Liquidity-event strategies
  • Customized credit and lending through Bank of America, N.A.
  • Philanthropic giving
  • Next-generation education

    * Source summary: Barron’s "America's Top 1,200 Advisors: State-by-State" list, February 24, 2014. For information about the selection criteria, go to www.barrons.com. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.



    ** Some or all alternative investments may not be appropriate for certain investors.

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

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    Meet the team

    Neil S. Kishter

    Managing Director

    Private Wealth Manager

    202.659.5033

    202.659.5033

    neil.kishter@ml.com

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    Don Page

    Senior Financial Advisor

    202.659.6162

    202.659.6162

    donald.page@ml.com

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    Ron Guzman

    Private Wealth Relationship Manager

    202.659.7397

    202.659.7397

    ron.guzman@ml.com

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