At Merlin Wealth Management, headquartered in Atlanta, we place the highest priority on the relationships we’ve been so fortunate to build over the past two decades. In fact, we thrive in the opportunity to guide our clients through various life stages-solving complex financial challenges along the way. Generations of families and businesses have given us a unique perspective on managing that complexity-providing personalized advice to our clients, one relationship at a time.
As part of Rockefeller Capital Management and through our consultative approach, we seek to understand your vision, goals and distinct circumstances, then formulate a wealth strategy to help you achieve your specific objectives. Our advisory services include cash flow planning, retirement and estate planning, philanthropic consulting and a well-respected and time-tested global family office. Underlying every comprehensive wealth plan are our proprietary investment management strategies and the notion that the decisions we make today lay the groundwork for a bright and prosperous tomorrow.
Contact us to learn more about how you and your family can start enjoying wealth without worry.
Atlanta, GA 30326
“For more than two decades, our team has assisted entrepreneurs, family businesses, corporate executives and high-net-worth families in the creation and maintenance of significant wealth.”
Michael Merlin, Founder
At Merlin Wealth Management, we know “the future depends on what we do in the present.”—Mahatma Gandhi.
That’s why you’ll find our unwavering commitment to your goals, and custom wealth and investment strategies to help you achieve them.
Customized Investment Strategy Design
We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.
Portfolio Management & Optimization
We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.
Investment, Tax & Legal Advisor Coordination
We work with your Tax Advisor to manage your investments in a tax-efficient manner and coordinate with your Attorneys to help plan your estate, structure business transactions, and manage charitable donations.
We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.
Cash Management, Optimization, & Access
We handle all cash activity and cash equivalents including loans, banking products, and mortgages.
Ongoing Monitoring & Performance Analytics
We provide you with a high level of transparency through advanced analytics and regular meetings with our team.
- Financial Accounting & Bookkeeping
- Trust & Estate Planning
- Tax Efficient Planning & Preparation
- Family Legacy & Governance Advisory
- Bill payment
- Philanthropy advisory
- Human Resources Services
- Cash flow and liquidity planning
- Next Gen Financial Education
- Aggregated Reporting
Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.
Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.
• Differentiated, independent advice for entrepreneurs and business owners
• Execution across private and public companies owned or operated by our clients
• Mergers, acquisitions, divestitures, capital raises
• Real estate advisory
• Sports franchise advisory
In much the same way as we have been fortunate to accompany our clients in their lifecycle journey, businesses, like people, go through their own lifecycle and, no different than any of us, are valuable in each of those various phases but for different reasons.
One common link we have all been bound by is the idea that the identification and ownership of great growth businesses is the best way to achieve investment success over long periods of time. Part of this success comes from knowing where in the business lifecycle a great company resides and understanding the risk/reward trade-offs based on these characteristics.
Our deep understanding of these characteristics inspires us to establish 3 discretionary equity investment strategies which correlate with the 3 main phases in the lifecycle of a business. We believe these equity strategies combined with our customized fixed income strategies are the ideal toolbox to provide quality asset allocation to any and all investors.
• Exclusive PWM Platform access to Alternative Investments such as Hedge Funds, Real Estate, private Equity and Direct Co-Investments.
Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program.
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients.
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.
• A total security solution tailored to each client and location, assessing their needs and goals.
Emergency Travel Services
• The world’s leading organization providing medical, security, evacuation, travel risk and crisis management services.
Individualized Charitable Planning Strategies
Legacy Giving Strategies
Efficient Strategies for Current Giving
Lifestyle Concierge Services
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