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Let us help you get where you want to be.

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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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.


A private wealth advisor can help you get started.

Find an advisor