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Create a plan that is all about you with Merrill Personal Wealth AnalysisTM

Working one-on-one with a Merrill advisor, Merrill Personal Wealth Analysis can help you easily define and prioritize your goals, take stock of your finances and evaluate tradeoffs to create an easy-to-read, personalized plan that will help you navigate your personal financial journey. And if your situation changes, you and your advisor can work together to update your plan so you stay on track towards your goals.

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Speech bubble

Focus on what matters most

Share your finances and feelings about investing to help create a plan that is all about you.

Target

Set and prioritize your goals

Evaluate your goals and determine which are essential, like saving for retirement, and which are more aspirational.

Checklist

Review your finances

Take stock of what you own and what you owe, as well as your sources of income, so you know where you stand.

Thought bubble

Evaluate your options

Weigh the tradeoffs you may want to make to increase the chances of reaching all of your goals.

Handshake

Identify potential solutions

Look at solutions from Merrill and Bank of America to see which can best help you pursue your goals.

Mobile phone

Easily access your plan

Review your plan anytime, sent via secure email or uploaded to your MyMerrill document library.

Speech bubble

Focus on what matters most

Share your finances and feelings about investing to help create a plan that is all about you.
 

Target

Set and prioritize your goals

Evaluate your goals and determine which are essential, like saving for retirement, and which are more aspirational.
 

Checklist

Review your finances

Take stock of what you own and what you owe, as well as your sources of income, so you know where you stand.
 

Thought bubble

Evaluate your options

Weigh the tradeoffs you may want to make to increase the chances of reaching all of your goals.
 

Handshake

Identify potential solutions

Look at solutions from Merrill and Bank of America to see which can best help you pursue your goals.
 

Mobile phone

Easily access your plan

Review your plan anytime, sent via secure email or uploaded to your MyMerrill document library.

 

Preview a Merrill Personal Wealth Analysis

Knowledge brings confidence. Merrill Personal Wealth Analysis is all about building a personalized plan to address what matters most to you — and more importantly, helping you achieve your goals.

Download transcript

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”).  MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

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Are Not FDIC Insured
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May Lose Value
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Are Not a Condition to Any Banking Service or Activity

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3177780-EXP-2021-07-30

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