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-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 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.
