The CGH Group at Merrill is dedicated to providing business owners, executives, and families with comprehensive, goals‑based wealth management. As part of Merrill we leverage more than a century of strength and the firm’s global resources. Our clients benefit from Merrill’s extensive advisor network and its broad suite of investment, retirement, and financial planning solutions designed to help grow and preserve wealth. Supported by Merrill’s industry‑recognized research, digital tools, and technology, we deliver informed strategies tailored to each client’s unique needs. Through the combined capabilities of Merrill and Bank of America, CGH Group specializes in coordinated asset management as well as customized banking and lending solutions for business owners and principals—helping integrate both personal wealth and business financial priorities into one cohesive advisory relationship.
Member Since 2016