The Soroush Group

I help successful business owners and families nearing or in retirement simplify their financial lives. Together, we create thoughtful strategies designed to preserve, grow, and transfer wealth-- so you can stay focused on what matters most.

For Business Owners:

Your business is a major part of your legacy-- but it shouldn't be your only plan.
I help owners navigate:

• Succession and exit planning
• Liquidity events
• Strategies designed to diversify and reduce concentration risk

The goal is to protect what you've built while opening the door to new opportunities.

For Retirees & Pre-Retirees:

Retirement is about more than income-- It's about clarity and confidence.
We design personalized plans that help:

• Balance growth and risk
• Create reliable, sustainable cash flow
• Prepare for life's expected and unexpected moments

Empowering you to move forward with confidence.

Wealth Transfer & Legacy:

The transfer of wealth goes beyond formalities-- It embodies the principles you leave behind.
Working alongside Bank of America Trust Specialists and your professional Advisors, we help create:

• Tax-Efficient transfer strategies
• Family governance and legacy plans
• Philanthropic solutions that reflect what matters most to you

Resources of Merrill, plus the banking convenience of Bank of America:

Investments

• Customized portfolios, insights from Merrill's Chief Investment Office, and access to alternative strategies for qualified investors -- backed by BofA Global Research, one of the most respected research teams in the industry.

Lending

• Flexible options including securities-based lending, tailored mortgage solutions, and Real Estate financing through Bank of America*

Banking & Cash Management

• Integrated banking, cash management, and digital tools --Bringing your full financial picture together in one place.

Shawn Soroush is also a CERTIFIED FINANCIAL PLANNER^® certificant, CFP^®; a designation awarded by the Certified Financial Planner Board of Standards, Inc.

^{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
*Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.}