Our Approach

Headquartered in Leawood, Kansas, The Verhaeghe Group has distinguished itself by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families.

We are a nine member team, servicing over $853 million in client balances, as of January 2024. We are relentless in our focus on risk-adjusted performance relative to a client’s long-term goals. We bring warmth, compassion and coordination to clients’ wealth management that we feel is distinctive.  

Within our group, Philip Verhaeghe has been nationally recognized by Barron's and Forbes. Phil was awarded the "Barron's 2018 Top 1,200 Financial Advisors" (Published on March 12, 2018. Rankings based on data as of September 30, 2017) as well as Forbes "Best-in-State Wealth Advisors" list in 2018, 2020, 2022 and 2023 (Published annually Jan – April. Rankings based on data as of June 30
of prior year).  

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 12, 2018. Rankings based on data as of
September 30, 2017.

Advisors considered for the “Top 1,200 Financial Advisors” ranking have a minimum of seven years of financial services experience and
have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor
rankings include: client assets, return on assets, client satisfaction/retention, compliance records and community involvement, among
others. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and
wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the
advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite
for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by
the advisors themselves. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in
exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s
are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor.

High-Net-Worth Individuals and Businesses

The Verhaeghe Group focuses on providing high-net-worth individuals and business owners with comprehensive wealth management services. Our team is dedicated to offering a range of potential solutions, premier customer service, and financial tools tailored to help meet each client's unique circumstances and goals. 

We begin by taking the time to understand our clients' financial priorities and define and prioritize these based on the following seven key areas:

1. Health:
   • Managing healthcare expenses, now and in the future
   • Protecting your health and well-being
   • Preparing for long-term needs
2. Home:
   
   • Upsizing, downsizing, remodeling, or buying a vacation home
   • Protecting your property and preserving your assets
   • Preparing for potential real estate transactions
3. Family:
   
   • Taking care of your family and other people in your life
   • Providing for your loved ones financially
   • Planning for future generations
4. Leisure:
   
   • Spending your free time in meaningful ways
   • Planning for travel, hobbies, and other leisure activities
   • Pursuing your passions and interests
5. Giving:
   
   • Volunteering, mentoring, and giving to charities
   • Making a positive impact on your community
   • Supporting causes that matter to you
6. Work:
   
   • Working in retirement, selling, or starting a business
   • Planning for a smooth transition into retirement
   • Pursuing entrepreneurial opportunities
7. Finance:
   
   • Bringing it all together
   • Defining your financial goals
   • Creating a comprehensive financial plan

• Potential risk management solutions
• Trust and estate planning services
• Potential wealth management solutions
• Access to Bank of America for your credit and banking needs

A Balanced Approach to Life and Wealth with an Emphasis on Family

Our team works with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career, and philanthropy. We believe strongly that “success” has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.

We recognize that affluence can place unusual demands on families. We offer a range of services to promote the positive transmission of values and wealth between generations. Specifically, we partner with highly respected professionals who can facilitate constructive dialogue within families about their collective vision and expectations of wealth. These sessions enable families to defuse the potential pressures that accompany wealth so that they can more fully enjoy the responsibilities and opportunities that affluence presents.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.