At The Verschuur/Iyer Group, we take a refreshingly different approach to financial advising. We believe wealth is not just for accumulation—it’s a tool for living a life of fulfillment and joy. Our unique approach helps clients break free from the traditional mindset of saving endlessly and instead focuses on finding the right balance between delayed gratification and living fully in the present. We guide you in using your wealth to create lasting memories with loved ones, pursue passions, and enjoy life’s most meaningful moments, all while helping to ensure long-term security. Our mission is to help you live worry-free, without the fear of outliving your resources, and leave behind a legacy that reflects a life well-lived.
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 own families. We are passionate about serving client families, just as we are about caring for our own.
• Each client is assigned a team of three seasoned professionals. A Wealth Management Advisor, a Senior Wealth Planner, and a Wealth Management Client Associate. Together, this team-based approach, helps to ensure that all areas of your financial lives are cared for.
• 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, we take a refreshingly different approach to financial advising. We believe wealth is not just for accumulation—it's a tool for living a life of fulfillment and joy. Our unique approach helps clients break free from the traditional mindset of saving endlessly and instead focuses on finding the right balance between delayed gratification and living fully in the present. We guide you in using your wealth to create lasting memories with loved ones, pursue passions, and enjoy life's most meaningful moments, all while helping to ensure long-term security. Our mission is to help you live worry-free, without the fear of outliving your resources, and leave behind a legacy that reflects a life well-livedWhat 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.
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.
