Kanwar Singh on Clubhouse

Bio

Mission-Driven Wealth Advocate | Unapologetic Intellectual and Yogi | Former PE/VC Law Partner | Current Managing Director, Merrill Private Wealth Management

Driven by boundless curiosity and a commitment to connect with others on a deep, personal level, I have constantly evolved as I refuse to settle for the status quo. And in a world where the definition of success is constantly changing, I’ve made it my mission to redefine wealth and expand what it means for a family to truly thrive across generations.

As a Private Wealth Advisor at Merrill Private Wealth Management, I work with select client families to help them translate their personal values into purpose-aligned investment strategies that can provide benefits well beyond financial returns. By addressing all facets of wealth, I start with a bedrock foundation that focuses on the nuts and bolts of providing outstanding service and financial outcomes first. I then take my work a layer deeper to address how a client’s core values can be expressed and reflected in their investments and, perhaps most importantly, how wealth can affect the family dynamic and family legacy.