Michael Wehr

Vice President, Private Client Associate

Professional Profile

Michael Wehr is a Vice President and Private Client Associate at US Trust, Bank of America Private Wealth Management.  Michael provides clients with guidance on the many aspects of their financial lives.  Michael is part of a team that specializes in investment management, wealth transfer, specialized credit and banking needs, as well as trust and estate planning services.  Michael strives to help manage financial and legacy complexities by collaborating with an array of professionals who use their areas of expertise to deepen their understanding of client needs that accomplish their financial goals and aspirations.  Working together, Michael provides an integrated wealth strategy custom tailored to each client while delivering a boutique experience within an expansive suite. 

 

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.