Merrill Lynch Private Wealth Advisor Shiv K Sethi
600 Grant Street, Pittsburgh, Pennsylvania 15219
About the Merrill Lynch Private Wealth Advisor Shiv K Sethi
At Merrill Lynch Private Wealth Advisor Shiv K Sethi, managing your wealth begins with a comprehensive understanding of your complete financial picture. Situated in the heart of Pittsburgh, PA, we provide personalized wealth management strategies tailored to your unique needs and aspirations. Our mission is to help you pursue your goals through flexible strategies that adapt to today's dynamic market conditions. By leveraging the investment insights of Merrill and the banking convenience and lending solutions of Bank of America, we offer a holistic approach to wealth management.Our Commitment:Inclusion, respect, and empathy form the cornerstone of our values at The Irick Group. We are dedicated to serving both our clients and our community, believing firmly in the principle of doing well by doing good. Our team of advisors within this global financial services powerhouse is devoted to helping individuals build, preserve, and manage their wealth, often acquired suddenly. We take our responsibility seriously, sharing insights and strategies aimed at sustaining wealth across generations.Services:We provide a wide range of resources to support all aspects of your financial life, including:
- Banking and Credit: Products provided by Bank of America, N.A., and affiliated banks, Members FDIC.
- Investment Management: Tailored strategies to grow and preserve your wealth.
- Wealth Planning: Comprehensive plans to meet your financial goals and secure your legacy.
- Philanthropy: Guidance on using your wealth to lead a purposeful, fulfilled life.Special Initiatives:We are actively engaged in initiatives that promote financial literacy and empowerment, particularly for women. Investing in women has far-reaching positive effects, benefiting not only individuals and their families but also the global economy. From direct investment in women-owned businesses to workplace mentorship and financial education, we are committed to uplifting women in various ways.Upcoming Events:- Fireside Conversation: Join Myah Moore Irick and Sarah Norman for a discussion on the importance of investing in women.
- Cybersecurity Webcast: Learn from Ben Tweel about best practices to protect your family and assets.
- Market Insights: Gain valuable insights from our strategists on how to navigate the markets and prepare for potential opportunities and risks ahead.Our Approach:Navigating complex wealth requires more than just making investment decisions; it demands a trusted confidante who can help you see the big picture. Your Merrill Private Wealth advisor is that steadfast guide, advocating for you, your family, and the causes you care about. Together, we can implement strategies designed to grow, sustain, and transfer your wealth, amplifying its impact at every step of life's journey.Important Information:Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Always consult your legal and/or tax advisors before making any financial decisions.
Photos of Merrill Lynch Private Wealth Advisor Shiv K Sethi
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States
Opening hours of Merrill Lynch Private Wealth Advisor Shiv K Sethi
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
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