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THE ATWOOD GROUP

Private Wealth Advisors

100 FEDERAL STREET, FLOOR 17

BOSTON, MA 02110

800.765.6194

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About us

The Atwood Group

We provide tailored wealth and investment strategies to a select group of accomplished individuals and families throughout the United States. The founder of our team, Jim Atwood, has garnered a number of national accolades as a financial advisor. These distinctions attest to our larger objective as a team: to foster an outstanding experience for the clients we serve, helping them preserve, amplify, and sustain their success across multiple generations.

As members of the Private Banking and Investment Group at Merrill Lynch, we offer intensive outreach to a limited number of clients, harnessing the resources and opportunities that align with each client’s particular priorities. We ground our outreach in experience. Our Advisors bring decades of practical insight and first-hand knowledge. Clients look to us for informed tactics and seasoned advice, recognizing that we have encountered many of the same issues before. At the same time, we offer a forward-thinking mindset and an engaged enthusiasm for our work, underscoring our desire to serve client families for many decades to come.

A Distinguished Record of Service

Headquartered in Boston, we’re privileged to enjoy referrals as our primary source of new engagements. We have been honored to serve multiple generations of families, assisting clients at varied points in their personal and professional lives. We’re driven to advance each client’s unique goals, pointing to client success as the best barometer of our own.

Leading publications have recognized our leader, Jim Atwood, for the caliber of his work.

  1. Barron’s Top 100 Financial Advisors in the Nation, 2012 - 2016 and the Number 1 Advisor in Massachusetts in 2014
  2. Barron’s Top 1,200 Advisors in the Nation from 2012 - 2016
  3. The Financial Times Top 400 Financial Advisors from 2012 - 2015

A Thoughtful Investment Approach

We serve a diverse clientele. Some have built and sold businesses or are current entrepreneurs. Others are senior executives, both active and retired. Still others are family offices or multi-generational families.

Whatever a client’s path to wealth, we devote significant resources to analyzing each client’s cash-flow needs. We view cash flow as a critical component of total portfolio return and a key differentiator of our approach. As portfolio managers, we look to create customized asset allocations that are designed to help clients meet their lifestyle requirements while preserving their long-term capital. For clients who have sold businesses, this emphasis is particularly important. For current business owners and active wealth builders, we seek to deploy wealth thoughtfully and strategically, identifying possible efficiencies on both sides of the balance sheet. We offer a disciplined investment methodology that is both fee-sensitive and tax-sensitive, using both active and passive investments to drive returns.

A Sounding Board and Resource for Multiple Needs

We offer a boutique environment that prioritizes client comfort and privacy. When clients encounter an issue, weigh an opportunity, or wrestle with a question, we want to be the team they turn to with confidence.

We look to provide convenient and consolidated access to the services and offerings that accomplished families require. Our team is particularly skilled in the following areas.

  • Tailored investment management
  • Concentrated and restricted stock strategies
  • Alternative investments and private equity
  • Cash-flow analysis and generation
  • Trust and estate planning services
  • Access to structured lending through Bank of America, N.A.
  • Charitable giving and philanthropy

Committed and Reliable Service

Clients realize that we share many of their values. We believe in hard work, high standards, and personal loyalty. As a team, we offer longevity and continuity that enhance the client experience. We’re proud of the fact that many of our team members have been with us for decades.

Speak to us for a few minutes, and you’ll detect a difference. We look to be the best at what we do—a resolution that we believe confers advantages to the families we serve. We invite individuals and families with complex wealth circumstances to contact us about their particular situations.

Asset allocation does not ensure a profit or protect against loss in declining markets

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

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.

2012 - 2016 Top 100 Advisor Methodology Summary: America’s Top 100 Financial Advisors list. Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved

Source: Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. For information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

The Financial Times Top 400 Financial Advisors, March 25, 2015. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.shtml.

Meet the team

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James Atwood

Managing Director

Private Wealth Advisor

617.946.4211

617.946.4211

james_atwood@ml.com

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Jeff Atwood

Senior Vice President

Private Wealth Advisor

617.946.4217

617.946.4217

jeff_atwood@ml.com

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Brendan York

Senior Vice President

Private Wealth Advisor

617.946.4088

617.946.4088

brendan_york@ml.com

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John Muse

Senior Vice President

Private Wealth Advisor

617.946.4280

617.946.4280

john_muse@ml.com

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Tom O'Brien

Officer

Financial Analyst

617.946.4034

617.946.4034

t_obrien@ml.com

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Chelsea Botta

Private Wealth Analyst Investments

617.946.4067

617.946.4067

chelsea.m.botta@ml.com

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Meet the team

James Atwood

Managing Director

Private Wealth Advisor

617.946.4211

617.946.4211

james_atwood@ml.com

Add to address book

Read Bio

Jeff Atwood

Senior Vice President

Private Wealth Advisor

617.946.4217

617.946.4217

jeff_atwood@ml.com

Add to address book

Read Bio

Brendan York

Senior Vice President

Private Wealth Advisor

617.946.4088

617.946.4088

brendan_york@ml.com

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John Muse

Senior Vice President

Private Wealth Advisor

617.946.4280

617.946.4280

john_muse@ml.com

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Tom O'Brien

Officer

Financial Analyst

617.946.4034

617.946.4034

t_obrien@ml.com

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Chelsea Botta

Private Wealth Analyst Investments

617.946.4067

617.946.4067

chelsea.m.botta@ml.com

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Read Bio