The Rosencrans Group
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.
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.
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.
