The Rosencrans Group

Merrill Lynch Wealth Management
10 N Martingale Rd
Schaumburg, IL 60173
(847) 605-4454
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The Rosencrans Group strives to always provide a world-class wealth planning experience. We understand that life can be complex at times - and that your unique financial situation, the markets, and investment environment are constantly changing. We're here to make things simple. We connect all the pieces of your financial affairs and tailor a custom approach that will help you take control of your financial future.
The Rosencrans Group
Merrill Lynch Wealth Management
Welcome

The Rosencrans Group is a family wealth advisory team based in Schaumburg, Illinois. Founded by lead Advisor, Jeffrey Rosencrans, in 1985, we've provided comprehensive wealth management services to individuals and families for thirty-nine years and counting.

Speak to us for a few minutes, and you'll notice something different about our team. As a family team of Advisors, we take pride in our ability to connect deeply with the family sitting across the table. Communication, attention to detail, and discipline are the core tenants of our service model.

We are hyper-focused on helping you make the most of your financial life in alignment with your values and priorities. Our well-organized investment process will help provide you with confidence as we guide you through your financial journey.

Recognition
Jeffrey Rosencrans
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Rosencrans Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
How are we different?

Team Service Model

It is not uncommon in our industry that a client is serviced by a single Advisor and Client Associate. This can lead to service challenges. To combat this, we use a team approach. Every Rosencrans Group client has a lead Financial Advisor who serves as their primary point of contact to address their needs. Additionally, they have access to all team and firm resources, which includes three Advisors (Jeff, John, and Erik), three Client Associates (Anum, Shana, and Sumita), a personal Bank of America Banking Specialist, a Bank of America Lending Officer, a Bank of America Private Bank Wealth Strategist, and an Insurance Strategist. We want to ensure the best possible end-to-end care for our clients.

Disciplined Investment Process & Comprehensive Wealth Management

We guide rational and opportunistic investment decisions using a dynamic asset allocation framework unique to every client based on their goals, risk tolerance, time horizon and unique circumstances. This disciplined framework helps us objectively view opportunities for rebalancing during the inevitable ups and downs of the market.

Planning is the at the core of our long-term financial strategy, and we leverage our proprietary Personal Wealth Analysis™ software that offers an ongoing, comprehensive view of your financial picture to help provide maximum confidence in the pursuit of your goals. We refresh client financial strategies every year and before major milestone life occurrences.

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all the pieces of their financial lives in one place.

Hyper-focus on Tax Minimization

We believe a critical part of a successful long-term financial strategy is ongoing tax minimization initiatives. This may come in the form of voluntary IRA distributions, Roth conversions, tax-loss harvesting, and a tax-efficient asset allocation structure within the portfolio. While we cannot legally provide specific tax advice as we are not CPAs, we have extensive knowledge of the tax code and will collaborate with your accountant to execute a custom plan for you.

Tuesday, November 7th 2023| 6:00 PM CST
Healthcare and Your Retirement WebEx with Julia Fuentes

The Rosencrans Group invites you to join us on Wednesday, November 8th at 6:00pm CT for an educational WebEx event, Healthcare and Your Retirement with Julia Fuentes, Financial Planning & Coaching Strategist at Vanguard.

Julia will be discussing how families can plan for health care costs in retirement including an overview of Medicare, how your income may impact Medicare premiums, and long-term care considerations.

Please feel free to invite family or friends you think may benefit from learning about this topic.

To register for the event, please click here and enter your contact information. After you register, you will receive an email invitation with the link to join the WebEx on 11/8.

Meet Our Team
Jeffrey Rosencrans,

CFP®,CRPC™

Managing Director, Wealth Management Advisor
847.605.4454
John Rosencrans,

CFP®,CPFA™

Senior Vice President, Senior Financial Advisor
847.605.4390
Erik Rosencrans,

CFP®

Financial Advisor
847.605.4472
Anum Melwani
Officer, Registered Wealth Management Client Associate
847.605.4409
Shana L Tello
Wealth Management Client Associate
847.605.4394
Sumita Mishra
Officer, Registered Wealth Management Client Associate
847.605.4475
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nicholas A. Beilfuss
Wealth Strategies Advisor
Lyn Shepard
Wealth Management Banking Specialist
Mara Bentz
Wealth Management Lending Officer
NMLS #1537552
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.