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Gregory O'Hare

Private Wealth Advisors

3507 KYOTO GARDENS DRIVE

PALM BEACH GARDENS, FL 33410

800.216.1568

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About us

The O'Hare Group

We are a leading private wealth management team that focuses on addressing the unique needs of a select group of highly affluent families. Located in Palm Beach Gardens, Florida, we serve clients throughout the United States. We deliberately limit the number of client engagements to promote a highly attentive, customized, and focused client experience. We currently work with approximately 60 families, priding ourselves on serving multiple generations. Clients come to us because of our knowledge of the nuanced and detailed requirements of significant wealth; they stay with us because of our unerring focus on their satisfaction and trust.

Our History at Merrill Lynch

Greg O’Hare, our group’s director, has been with Merrill Lynch since 1989 – his entire financial services career. As a result, Greg has detailed knowledge of the firm’s capabilities, its global resources, and its wide range of offerings. Greg’s longevity has enhanced his effectiveness in harnessing the full complement of services and specialized knowledge at Merrill Lynch. As a result, our group offers clients the detailed service and attentiveness of a boutique, combined with the enhanced financial offerings and dynamic global abilities of Merrill Lynch.

Our Responsiveness to Clients

Many clients come to us as a result of significant events in their lives, such as selling a business, retiring, or exercising stock options. These events create new financial opportunities as well as challenges. At such critical times, we provide clients with knowledgeable guidance and personalized recommendations. We inherently recognize that each client’s experience is distinctive. We make ourselves widely available to clients to foster both their financial knowledge and their financial well being. Our client experience is a very warm, intimate, and immediate one.

Our Mission

As private wealth advisors, we seek to grow and preserve client wealth, recognizing what matters most to clients: their families, businesses, lifestyles, and legacies. We work closely with clients to assess their risk tolerance, and understand their short and long-term financial goals. We then develop personalized investment strategies for each client that pursue diversification, asset balance, and prudent risk management.

Our Offerings

We provide a range of financial services and strategies to address the complex requirements of significant wealth. In particular, we have extensive experience in the following areas:

  • Tax minimization
  • Asset management
  • Trust & estate planning services
  • Concentrated/restricted stock management
  • Strategic investments
  • Competitive lending services
  • Philanthropic strategies

    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 professional advisors.

  • Meet the team

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    Gregory J. O'Hare

    Managing Director

    Private Wealth Advisor

    561.775.8148

    561.775.8148

    gregory_ohare@ml.com

    Add to address book

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    Leif O. Ingebretsen

    Sr Investment Associate

    561.775.8144

    561.775.8144

    leif_ingebretsen@ml.com

    Read Bio

    Monica Maher

    Private Wealth Analyst Business Management

    561.775.8146

    561.775.8146

    monica.maher@ml.com

    Read Bio


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    Meet the team

    Gregory J. O'Hare

    Managing Director

    Private Wealth Advisor

    561.775.8148

    561.775.8148

    gregory_ohare@ml.com

    Add to address book

    Read Bio

    Leif O. Ingebretsen

    Sr Investment Associate

    561.775.8144

    561.775.8144

    leif_ingebretsen@ml.com

    Read Bio

    Monica Maher

    Private Wealth Analyst Business Management

    561.775.8146

    561.775.8146

    monica.maher@ml.com

    Read Bio