It's your life.
Let us help you get where you want to be.

Create a plan that is all about you with Merrill Personal Wealth Analysis^®

Working one-on-one with a Merrill advisor, 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 to help you stay on track towards your goals.

Focus on what matters most

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

Evaluate your options

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

Set and prioritize goals

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

Identify potential solutions

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

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.

Easily access your analysis

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

Knowledge brings confidence.

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.

For illustrative purposes only.

Connect with your Merrill Private Wealth Advisor to learn more.
Don't have an advisor? Choose one who fits your priorities with Merrill Private Wealth Advisor.