At The Verschuur/Iyer Group, clients come to us with wealth – yet many wrestle with the right balance for enjoying it, passing it along, or supporting a worthy cause.
Some clients have managed wealth on their own and require a cohesive strategy or added layer of sophistication and financial wisdom. Others are referred to us following divorce or another difficult transition – and can benefit from our “hands-on, hands-held” approach to helping them make informed decisions (rather than emotional ones).
By serving a limited number of client families, we can provide service and attention in boutique-like fashion – backed by the vast resources of a global financial institution. While clients are diverse in their achievements, most are highly educated and financially astute – attorneys (including senior partners), surgeons and other physicians, senior-level corporate executives, business owners, creative professionals, and multiple generations of affluent families residing in Illinois and more than twenty other states.
What distinguishes us?
• We have worked together for 25 years and were “best men” at each other’s wedding. Clients treat our entire team like members of their families. We are passionate about serving client families, just as we are about caring for our own.
• Our tradition of bringing a disciplined, planning-based approach to clients. This allows us to appreciate what clients hope to achieve, what they believe stands in their way, and how we can help them feel confident about the road ahead.
• Our highly professional and proactive service model. This is shared by our stellar support staff. Like our clientele, we are highly driven. By collaborating internally and with each client, we can provide superior wealth management – the kind that helps clients anticipate and prepare for the next opportunity or challenge. We look forward to serving you with the same degree of diligence and intelligence.
At The Verschuur/Iyer Group, clients come to us with wealth – yet many wrestle with the right balance for enjoying it, passing it along, or supporting a worthy cause.
Some clients have managed wealth on their own and require a cohesive strategy or added layer of sophistication and financial wisdom. Others are referred to us following divorce or another difficult transition – and can benefit from our "hands-on, hands-held" approach to helping them make informed decisions (rather than emotional ones).
By serving a limited number of client families, we can provide service and attention in boutique-like fashion – backed by the vast resources of a global financial institution. While clients are diverse in their achievements, most are highly educated and financially astute – attorneys (including senior partners), surgeons and other physicians, senior-level corporate executives, business owners, creative professionals, and multiple generations of affluent families residing in Illinois and more than twenty other states.
What distinguishes us?
• We have worked together for over 30 years and were "best men" at each other's wedding. Clients treat our entire team like members of their families. We are passionate about serving client families, just as we are about caring for our own.
• Our tradition of bringing a disciplined, planning-based approach to clients. This allows us to appreciate what clients hope to achieve, what they believe stands in their way, and how we can help them feel confident about the road ahead.
• Our highly professional and proactive service model. This is shared by our stellar support staff. Like our clientele, we are highly driven. By collaborating internally and with each client, we can provide superior wealth management – the kind that helps clients anticipate and prepare for the next opportunity or challenge. We look forward to serving you with the same degree of diligence and intelligence.
Don't miss out on EVolution, our 3nd Annual Electric Vehicle Summit. EVolution is a one-of-a-kind virtual show where leaders discuss the latest trends in electric vehicles and environmental sustainability.
Merrill is committed to working with our clients to bring together public and private stakeholders to drive a just energy transition. In support of this, we are proud to open the virtual doors to a unique view of the current state of electric vehicles and beyond.
Click here to register or view on demand replay after the event.
In honor of women's heart health month, the Women's Exchange is excited to welcome:
Dr. Annabelle Volgman, and her colleagues; they are set to delve into crucial insights on women's heart health.
Dr. Annabelle Volgman is currently Professor of Medicine and Senior Attending Physician at Rush Medical College and Rush University Medical Center. She is also the recipient of the McMullan-Eybel Endowed Chair for Excellence in Clinical Cardiology. Dr. Volgman is the co-founder and Medical Director of the Rush Heart Center for Women.
Event Overview:
Please join Merrill for a discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.
Topics will include:
What a potential recession could mean for the markets.
Dealing with inflation, volatility, and other investment risks.
Portfolio strategies and opportunities to consider now.
The summertime can present cyber criminals with opportunities to take advantage of college students back at home who may be taking on financial responsibilities for the first time and travelers who may be distracted while away from home. To help our clients protect their families and assets, we're pleased to offer the second in our quarterly series of cybersecurity webcasts.
Join Ben Tweel, a senior cybercrime specialist with Bank of America's Global Information Security team on June 13, 2024 at 3 pm ET to learn why you might be at risk, what to be aware of and which best practices can help protect you, your family and assets.
CFP®, CPFA™
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.
