Wealth Management

Let us help you grow your wealth

Approach

Personalized Plan

Every client's financial journey is unique. We take the time to understand your goals, values, and circumstances to create a personalized plan that reflects your life.

Tailored Portfolio

Your portfolio should be as individual as you. We build investment allocations that align with your risk tolerance, time horizon and objectives.

Human Connection

We believe wealth management is more than just numbers. By fostering genuine relationships, we gain a better understanding of your needs, supporting you through every stage of your financial journey.

Private Investments

Gain access to private investment opportunities that may enhance portfolio diversification and return. We provide qualified clients with access to select alternative investments to complement the rest of your portfolio allocations.

Transparent Fees

No hidden costs, no fine print. We pride ourselves on a fee structure that is simple, upfront, and aligned with your best interests.

Equity Investors

We understand the perspective of long-term equity investors. Whether you're seeking wealth preservation, diversification across public markets, or thoughtful integration of stocks into a broader portfolio, we help you build a plan around your goals.

Our Team

Michael J. Harrington

Chief Executive Officer

Mr. Harrington brings more than three decades of experience across institutional investment management and capital markets. His career includes senior roles at Northern Trust (2001–2007), William Blair (2007–2013), JPMorgan Chase (2013–2023), and Nuveen (from 2023), where he focused on investment strategy, client outcomes, and disciplined portfolio construction.

Mr. Harrington earned his undergraduate degree from the University of Pennsylvania's Wharton School (1991) and an MBA from the University of Chicago Booth School of Business (1995). He is a Chartered Financial Analyst® charterholder. As CEO of Build Financial Assets, he leads the firm's mission to deliver long-term, sustainable value through diversified strategies, rigorous research, and prudent risk management.

Daniel Mercer

Co-Founder, Chief Investment Officer, Chief Financial Officer

Mr. Mercer is a U.S. financial analyst with deep experience in equity and fixed income fundamental analysis, corporate financial research, and portfolio management. His career includes roles at AllianceBernstein in New York as an Investment Analyst (1998–2001) and Senior Investment Analyst (2001–2005), where he covered equity markets and industries including manufacturing, consumer, and technology, supporting portfolio managers and institutional clients with research and stock selection.

From 2005 to 2008, he served as Vice President, Investment Research at BlackRock in New York, contributing to institutional portfolio research and asset allocation across equities and fixed income. From 2009 to 2023, he was Vice President and Senior Portfolio Manager at JPMorgan Chase in Chicago, overseeing day-to-day management of institutional portfolios, strategic asset allocation, portfolio construction, risk exposure, and rebalancing. He is based in Chicago, Illinois.