The Eckerline Wealth Management Group

315 Lake Street East, Suite 200, Wayzata, MN 55391

E-mail:
p_eckerline@ml.com

(800) 782-1691

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• Welcome
• Our Philosophy
• Our Approach
• Recognized Leaders
• Meet Our Team

Strategies to help you meet your
financial objectives

There's something to be said for experience, particularly the depth and breadth of experience of The Eckerline Wealth Management Group. Individuals, families, businesses and foundations turn to us for insight and carefully considered recommendations about growing and preserving their wealth. Many clients have relied on us for almost 30 years, from one generation to the next.

We believe clients appreciate our sound advice, competitive fees and exceptional level of service as we work together to develop and execute wealth management strategies built to meet their short- and long-term financial goals.

We understand that wealth management is unique for every client

We believe the most influential factors in successful wealth management aren't share price, dividend growth or even investment selection. Rather, it's your life, your family, your aspirations and your needs. These are the basis of the strategies I build with you, and it is against these strategies that we measure our success.

When an investment strategy is designed and recommended for your consideration, it comes only after rigorous investigation, vetting and scrutiny. We believe you deserve superior service, and we work tirelessly to earn and maintain the trust and confidence you place in us.

"As a Financial Advisor, I strive to form strong, deep relationships with clients, and as a team we work to bring more than expected to those relationships."

Peter E. Eckerline, CFM, CRPC^®
Managing Director–Wealth Management
Wealth Management Advisor

A wealth management process designed to deliver objectivity, intelligent portfolio diversification and adaptability

The Eckerline Wealth Management Group gives you full access to Merrill Lynch's wealth of tools. Using them with you, I'll learn about your assets and liabilities. I'll help you prioritize your financial goals and objectives, then place them in the context of your timeline and personal tolerance for risk. The end result: a wealth management strategy that is designed to help you move forward with confidence.

Investments are considered with your objectives in mind and are recommended only if I feel they have a place in your overall strategy. I will work with you to reexamine your wealth management strategy whenever you need me to—and find fresh solutions that help to meet your new requirements.

"Experience is something you can't take too lightly when selecting a financial advisor. The benefits it pays, whether you're facing an uncertain market, addressing a complex need or simply laying out a long-term strategy, are immeasurable."

Peter E. Eckerline, CFM, CRPC^®
Managing Director–Wealth Management
Wealth Management Advisor

Relationships built on trust

Trust isn't a gift. It's something we earn over time through communication and collaboration. We listen, we learn, we develop, and we monitor—with you.

We believe that this dedicated work ethic is the reason some clients have chosen to remain with us for more than 20 years. And we believe it's why we're lucky enough to work with several generations of some families.

"As a team, we bring more than 25 years of investment experience to our clients. That experience and continuity are rare in our business."

Peter E. Eckerline, CFM, CRPC^®
Managing Director–Wealth Management
Wealth Management Advisor

Get to Know Us

I will be your Financial Advisor, but we are all committed to addressing your questions, concerns and requests. Our goal is to be available to you whenever you need us—whether in the office, by phone or by e-mail.

Peter E. Eckerline, CFM, CRPC^®
Managing Director–Wealth Management
Wealth Management Advisor
P_Eckerline@ml.com
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An experienced client service team manages the administrative aspects of your relationship with Peter Eckerline. Our responsibilities include processing new accounts, maintaining existing accounts, transferring balances, providing securities quotes and responding to inquiries about your account. We are dedicated to providing you with prompt, personalized attention and the highest levels of service.

Martha LeWin
Registered Senior Client Associate
Martha_Lewin@ml.com
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Laurel Traxler
Registered Senior Client Associate
Laurel_Traxler@ml.com
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Lindsay R. Gust, CRPC^®
Registered Senior Client Associate
Lindsay_Gust@ml.com
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Krystal M. Stautz, CRPC^®
Registered Client Associate
Krystal_stautz@ml.com
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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.

Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their tax and legal professionals.

Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining a service or services to select.

Barron's magazine, 2012-2005; Top 1,000 Advisors list. Advisors considered for the "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

Barron's magazine, April 16, 2012, America's Top 100 Financial Advisors list. Advisors considered for the America's Top 100 Financial Advisors list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

Twin Cities Business Journal Financial Advisor Rankings: In 2012, Twin Cities Business Journal turned to Barron's, which in 2008 acquired the independent consulting and research firm The Winner's Circle and now produces its annual ranking of top financial advisers. Barron's has largely maintained the mixture of quantitative and qualitative criteria that The Winner's Circle used to rank advisors. Nominees are vetted on criteria such as assets managed, revenues, length of service in the industry, number and types of professional certifications, and record of regulatory compliance and complaints. Researchers check candidates' compliance records and assign weighted score to any infractions they discover. They also factor in advisers professional achievements and charitable work and philanthropy. Portfolio performance is not a criterion because client portfolios vary and are typically unaudited. Another reason not to factor returns into the ranking is that advisers are judged on how well they serve their clients' needs, and focusing on returns would unfairly penalize advisors who handle very conservative investors, and vice versa. Instead, researchers focus on clients satisfaction and client retention. Revenues raised by the advisor are considered a measure of client satisfaction, because clients are likely to hire a successful advisor to manage more assets or perform additional services.

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Chartered Retirement Planning Counselor is a service mark and CRPC is a registered service mark of College for Financial Planning.

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