The Singh Group
The Singh Group's mission is to deliver unparalleled, planning-centric wealth management services tailored to the unique needs of high net worth and ultra-high net worth families. With a foundation rooted in our Midwest sensibilities, we prioritize a solid work-ethic, trust, and integrity. We blend these traditional values with innovative financial strategies and state-of-the-art technology and reporting to deliver something hard to find and built to last.
In addition to building detailed, ongoing relationships with our clients we are deeply committed to engaging with their broader professional networks, coordinating closely with attorneys, accountants, and other professionals. We strive to be more than an advisor; we aim to be the central hub that connects all facets of a client's financial universe, facilitating communication and strategy implementation across all their professional partnerships.
As the Singh Group, we don't just manage wealth; we strive to build enduring prosperity for generations.
The Singh Group at Merrill was founded by Tony Singh in 1989. The essence of Tony's business was a work ethic rooted in the American Dream and one that the humble and hardworking people of Eastern Iowa and Western Illinois took notice of as they met and hired Tony. Starting at kitchen tables and living rooms, his first clients believed in Tony's passion and enthusiasm for investing and the intense personal care he brought to the client-advisor relationship.
As Tony grew his family alongside those of his clients, his children would frequently attend meetings and visits to clients homes, farms, and places of work and worship. By 2007, his eldest daughter Aleeza formally joined alongside her Father in the practice and began the second generation of the Singh Group. Since then, the team has developed alongside their client's into a multi-generational Wealth Management practice with a wide-breadth of services and expertise; all out of a dedication for staying one step ahead of the needs of those families they serve.
Today, the Singh Group serves clients from coast to coast and is regarded as one of the most sophisticated and high-functioning Wealth Management teams in the Greater Quad Cities area. Dedicated to a select group of High-Net worth Families, the Singh Group optimizes the vast capabilities of Merrill and Bank of America make themselves universally available, accessible, and sharply honed for their clients across the country, anytime and anywhere.
Our mission is to continue these clients' legacy of financial excellence and achievement for future generations, from one family to another.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
