At the Eger Rush Group, we provide families and business owners with tailored financial strategies designed to preserve and grow wealth, while minimizing tax liabilities. Backed by the resources of Merrill, we offer full-service potential financial solutions that extend beyond investment management, helping to ensure a holistic approach to financial well-being. Whether it's business succession planning, estate management, or optimizing personal financial strategies, our team is dedicated to delivering results-driven, personalized service at every stage of your financial journey.

We help deliver tax alpha through tax-efficient investment strategies developed in collaboration with Merrill's Chief Investment Office and Alternative Investments Team. These strategies are designed to help clients retain more of their returns by optimizing asset location, employing tax-loss harvesting, and incorporating private market opportunities with favorable tax treatment. By leveraging Merrill's institutional resources and research, we tailor portfolios that align with clients' long-term goals while helping minimize tax drag.