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The Voit Kunze Group

Private Wealth Advisors

540 W MADISON ST, SUITE 2020

CHICAGO, IL 60661

312.325.2646

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About us

The Voit Kunze Group

The Voit Kunze Group is a wealth management team that works with a select number of highly prosperous families throughout the country. The clients we work with are different not only in their achievements, but in their essential makeup: the values they hold, the curiosity they possess and the interest they exhibit in managing their wealth to improve the lives of their families and communities.

We are privileged to guide a number of affluent families and individuals in adopting a long term, multidimensional perspective on wealth. We recognize that our families are much more than their money. We are fiercely interested in engaging with the whole individual – his or her history, extended family, interests, passions, pursuits and concerns.

We see wealth management as a means to greater satisfaction in life and we invite you to learn more about our team and the way in which we do business differently.

A Moral and Empowering Framework for Decision Making

The families who engage our team are nice people. While this analysis might sound simplistic it is true. Clients respond to our emphasis on a moral and educational framework for decision making. We believe that financial management is most prudent when it integrates what is most important to each individual and family. We focus on empowering those we serve through thoughtful guidance and education so that they feel competent and comfortable that they have made the best decision for themselves and their families.

When we work with a client we spend significant time determining his or her attitudes, hopes, expectations and apprehensions about wealth. We use this indepth discovery to inform and infuse our customized strategy for each client encompassing investment management, wealth transfer strategy, tax minimization, cash flow analysis, banking and philanthropy.

We strongly believe in the value of family education. We host gathering for our clients cultivating an environment in which our guests can analyze trends, trade ideas and share findings with similarly successful people, an effort for which Merrill Lynch nationally recognizes our team for excellence.

Centered on the Family

Our approach is designed to advance and accentuate the positive outcomes of wealth for multiple generations. We realize that family dynamics take many forms. Clients want to enhance the lives of their children, parents, siblings, inlaws and grandchildren. We invite multiple members and generations of families to meet with us because we believe that it is crucial to engage the extended family in order to facilitate good communication and responsible attitudes toward wealth. We offer the services of a number of specialists in family communication, conflict resolution and family meetings so that our clients and the people they care about can find greater meaning and satisfaction in their financial and family lives.

Rigorous Investment Management

Sound investment management is a cornerstone of our group. The size and scale of Merrill Lynch enables us to tailor investment strategies that align with our clients’ priorities while advancing their financial goals.

As a leading global financial firm Merrill Lynch has the dedicated resources to evaluate independent investment managers all over the world. The firm’s open architecture platform allows us to pursue investment opportunities wherever they are. This breadth promotes selectivity enabling us to customize investments by style, priority, industry and methodology. The result is a purposefully crafted portfolio that reflects a client’s individual parameters. In this way we marry the institutional strength of Merrill Lynch with the highly customized and selective approach of the Voit Kunze Group.

The Questions We Help Answer

Clients come to us with varying needs. We harness the resources of our team and a wider network of specialists to design customized strategies that respond to those needs. We operate as an intimate, client focused boutique within Merrill Lynch, a global leader with world wide resources and capabilities. Here is a small sample of the questions we help answer:

How can I preserve my lifestyle while still being prudent with my money?

How can I help my children and grandchildren retain the values that are important to me?

How can I find meaning and satisfaction through the choices I make with my money?

How can I enhance the effectiveness of my charitable giving?

How do I create a long term financial strategy that reflects what is most important to me?

CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA®, CPWA® and Certified Investment Management Analyst®, Certified Private Wealth Advisor®. Use of CIMA®, CPWA® or Certified Investment Management Analyst®, Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants and advisors.

Banking products and services provided by Bank of America, N.A.

Meet the team

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Richard J. Voit, CIMA®

Senior Vice President

Private Wealth Advisor

312.325.2646

312.325.2646

richard_voit@ml.com

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Kimberly A. Gill

Associate

Sr Private Wealth Assoc

312.325.2649

312.325.2649

kimberly_gill@ml.com

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Stephanie A. Stack

Private Wealth Analyst Investments

312.325.2675

312.325.2675

stephanie.stack@ml.com

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Meet the team

Richard J. Voit, CIMA®

Senior Vice President

Private Wealth Advisor

312.325.2646

312.325.2646

richard_voit@ml.com

Add to address book

Read Bio

Kimberly A. Gill

Associate

Sr Private Wealth Assoc

312.325.2649

312.325.2649

kimberly_gill@ml.com

Add to address book

Read Bio

Stephanie A. Stack

Private Wealth Analyst Investments

312.325.2675

312.325.2675

stephanie.stack@ml.com

Add to address book

Read Bio