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The Verhaeghe Group offers a comprehensive wealth management experience to high-net-worth individuals, families, corporate executives, business owners, foundations, and more. Our team of highly trained financial professionals are supported by top-notch wealth management platforms and thought leadership programs. Our approach is objective, flexible, and tailored to help meet each client's unique financial needs and goals, whether it's growth, wealth preservation, succession planning, or wealth transfer.
With a disciplined wealth management philosophy, we use a combination of products and services from one of the world's largest full-service investment firms, as well as the expertise of specialists, to provide customized and effective strategies for our clients. Our global perspective helps us stay ahead of financial challenges and identify unique opportunities for our clients. At The Verhaeghe Group, we start each relationship by taking the time to understand each client's financial situation, allowing us to shape a tailored approach that helps meet their specific needs and goals, especially for affluent families.
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 $825 million in client balances, as of August 2023. 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.
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:
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.
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.
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.
Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2018
Published on March 12, 2018. Rankings based on data as of September 30, 2017.
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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505779
Wealth Management Banking Specialist
Merrill
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
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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