We place a priority in knowing every aspect of our client’s financial life and providing unparalleled service.
Our people, and the client relationships we’ve built over the past two decades, are our most valuable resources. Merlin Wealth Management has relationships that span two, three and even four generations. Our deep connection with families provides us
with the ability to weave together a mission statement that includes financial, investment and philanthropic strategies while being mindful to include and consider the next generation.
WEALTH MANAGEMENT
(404) 443-2700
Suite 1100
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.
MICHAEL MERLIN
Founder, Merlin Wealth Management
Head of MWM Family Office
MMerlin@rockco.com
(404) 942-3060
Biography +
AMBER BLANCHARD
Head of MWM Practice Management
ADAM ABRAMSON
Head of MWM High Net Worth and Corporate Services
(404) 942-3062
ADAM COMPTON
MICHAEL ATHANAS
EMERY BOURNE
APRIL GAY
AVERY ROWE
JOHN WAGNER
RENE BRACEY
LINCOLN NYINGI
STEFEN KUTZMAN
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.
Risk Management
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.
Customized Investment Strategy Design
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 CPA 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.
Risk Management
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.
Philanthropic Advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program.
Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients.
Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.
Personal Security
• 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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