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The Quackenbush Group

Private Wealth Advisors




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About us

The Quackenbush Group

Headquartered in Newport Beach, California, we are a wealth management team that works with a select number of highly successful individuals and families. The financial issues we address are as varied as the families we serve. We begin our engagements by gaining a deep understanding of the priorities, concerns, and aspirations of our client families. And we never lose sight of that foundation, engaging in regular discussions as families and financial conditions change. We develop long-term relationships with clients, becoming deeply ingrained in their lives and the lives of those they care about. In all of our efforts, we look to provide clients with sophisticated, robust, and thoughtful strategies that significant wealth requires. We are firmly grounded in client goals, and more telling, results. At the same time, we recognize that wealth is defined by more than balance sheets and reports, encompassing the people and outcomes that clients deem most important.

Adept in Managing Significant Wealth

The clients we serve have complex needs. Many of them have experienced a critical inflection point in their financial lives: they have sold a business, taken a business public, attained a new level of professional success, or undergone a family transition. We help these clients navigate key junctures in their wealth, designing and implementing customized strategies that reflect their distinctive needs. We realize that significant wealth requires anticipation, coordination, and relentless follow through; we make it our business to provide all three. We purposely limit the number of our engagements so that we can provide the nuanced outreach and prompt attention that clients require. Each member of our team serves clients with a dedication that underscores their importance.

Offering Refined Capabilities

Our team operates within the Private Banking and Investment Group (PBIG) at Merrill Lynch, an elite division within the Firm that caters to the demands of significant wealth. As a PBIG team, we provide access to resources and opportunities that are specially designated for PBIG clients, such as institutional-caliber research, educational opportunities, and client events. Moreover, we integrate the offerings of designated specialists who offer in-depth advice and guidance. Our leader, Shirley Quackenbush, has more than three decades of experience in financial services. Her network of relationships, both within Merrill Lynch and the wider financial community, enables us to expedite answers, leverage capabilities, and enhance the client experience.

Focused on Client Outcomes

Our team uses a detailed wealth management process that we have honed over many years. Because we exclusively serve affluent clients, we are intimately familiar with the issues they encounter: personal, professional, and philanthropic. We orient our actions toward client goals, constantly pushing ourselves to advance client interests. If an issue is important to clients, it is important to us. We invite families to meet with us to discuss their needs and our capabilities in greater 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. *Asset Allocation does not ensure a profit or protect against loss in declining markets. *Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCAs initial and ongoing credentialing requirements for wealth advisors. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

Encompassing Multiple Disciplines

Sound investment management is important to the clients we serve. But it is not their only priority. We help clients streamline their wealth across multiple contexts. We believe that wealth management should not occur in a vacuum; we help unify tactics and strategy across multiple goals. Specifically, we work with clients in the following key areas: Investment management: traditional and alternative investments* Trust and estate planning services Credit and lending through Bank of America, N.A. Access to family office services and lifestyle services Executive services Philanthropy Specialized asset financing: aircraft, yacht, art

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