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Peter Henrich

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I'm a Private Wealth Manager and a senior leader of the Baldwin Tyndorf Group at Merrill Private Wealth Management. Our team oversees $3 billion of assets and liabilities (as of October 2023) for a select group of clients across the country. We work exclusively with high-net-worth individuals and multi-generational families with a particular focus on entrepreneurs, business owners & founders, and C-Suite & private equity executives. We are proud to help our clients achieve their financial objectives via a transparent and disciplined process, which simplifies their financial lives. Our bespoke guidance is customized to support our clients' current lifestyle, income needs, and legacy goals, while working with them closely at every step along the journey. We also facilitate access to the full complement of services from Merrill and the broader Bank of America organization. Our team's areas of focus include: *Comprehensive private wealth management *Strategic wealth planning *Portfolio management *Pre-transaction planning *Trust & estate planning services *Tax considerations *Philanthropic services *Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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