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Looking toward a new era of growth
This year started strong. Will 2024? Watch experts discuss where the markets and economy could go next and steps you could take now to prepare.
Looking toward a new era of growth
This year started strong. Will 2024? Watch experts discuss where the markets and economy could go next and steps you could take now to prepare.
The Rosencrans Group
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Merrill Lynch
Wealth Management
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
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-eight 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 your through your financial journey.
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.
Our Services
We can provide you guidance on many financial decisions you may encounter throughout life. Some broad examples include retirement planning, managing large liquidity events, such as an inheritance or company sale windfall, strategizing on college funding, legacy planning for children or charities, and managing concentrated stock positions. There's no cost for a consultation - we're here to help.
Services we offer include:
- Investing & Portfolio Management
- Retirement Planning
- Small Business Planning
- Tax Minimization
- Cash Management
- Legacy Planning
- Estate Planning
- Banking & Lending offered through Bank of America
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Jeffrey J Rosencrans
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2018-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
John Rosencrans
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Top Next-Generation Wealth Advisors" 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Meet Our Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Lyn Shepard
Wealth Management Banking Specialist
Merrill
Mara Bentz
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1537552
Nicholas A. Beilfuss
Wealth Strategist
Merrill
Past Events
State of the Markets with Richard Bernstein (WebEx)
WebEx - Registration Link Below
September 19th, 2023|4:00 PM - 5:00 PM CST
The Rosencrans Group invites you to join us on Tuesday, September 19th at 4:00pm CT for an educational WebEx event, The State of the Markets with Richard Bernstein, Chief Executive Officer & Chief Investment Officer at Richard Bernstein Advisors (RBA)
Richard Bernstein is widely recognized as an expert in style investing and asset allocation. He has over 40 years of experience on Wall Street, including as the former Chief Investment Strategist at Merrill Lynch. Rich is a frequent guest on CNBC and Bloomberg TV, and is regularly quoted in publications like Barron’s, Financial Times, and The Wall Street Journal.
Click to Register
Tax Minimization Strategies & the State of the Financial Markets (Night 1)
Burr Ridge, IL
October 24th, 2023|6:30 PM - 8:30 PM CST
The Rosencrans Group is hosting an educational dinner seminar presented by Jeffrey Rosencrans, Managing Director & Wealth Management Advisor, and John Rosencrans, Senior Vice President & Senior Financial Advisor. In this seminar, we'll focus on what may be one of the most critical components of a successful long-term financial strategy - efficiently navigating the complexities of the U.S. tax code to help reduce taxes. We aim to educate attendees on how to build and manage an income and estate tax-efficient portfolio, how to leverage various tax minimization strategies, how to incorporate Roth conversions, and more.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Tax Minimization Strategies & the State of the Financial Markets (Night 2)
Burr Ridge, IL
October 26th, 2023|6:30 PM - 8:30 PM CST
The Rosencrans Group is hosting an educational dinner seminar presented by Jeffrey Rosencrans, Managing Director & Wealth Management Advisor, and John Rosencrans, Senior Vice President & Senior Financial Advisor. In this seminar, we'll focus on what may be one of the most critical components of a successful long-term financial strategy - efficiently navigating the complexities of the U.S. tax code to help reduce taxes. We aim to educate attendees on how to build and manage an income and estate tax-efficient portfolio, how to leverage various tax minimization strategies, how to incorporate Roth conversions, and more.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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