Wealth Management
Investment solutions designed for you
At Bank of America and Merrill, we offer a range of solutions to help you manage your wealth. Find the investment approach that fits your needs.
Looking to work with an advisor?
With Merrill Lynch Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy.
Investment minimum: $250,000
Your investment goals, your way
With Merrill Edge® Self-Directed you get personalized investing insights, guidance and digital tools to confidently put your investing ideas into action.
No investment minimum
With Merrill Guided Investing, you get the convenience of a professionally managed portfolio and the option to work with an advisor.
Investment minimum: $1,000; with an advisor: $20,000
Navigating more complex needs
From trust and estate planning to philanthropy services and beyond, Suntonik Bank can help you and your family manage the complexities of substantial wealth.
Investment minimum: $3,000,000
