Firm introduces continuum of services to grow, protect and transfer wealth
LANCASTER, PA (November 1, 2022) – Professional services leader RKL LLP today unveiled a new spectrum of financial planning, tax, investment and advisory services tailored to families and individuals with sophisticated wealth management needs. RKL Private Wealth is a unified approach to personal financial and legacy planning that leverages the firm’s expertise in investment management, business succession, tax compliance and planning, estate and trust services and more.
“There’s a lot of complexity that comes along with significant wealth, so we designed RKL Private Wealth to help individuals and families navigate all of it,” said RKL CEO Ed Monborne. “Together, we guide clients through decisions and planning today to achieve their unique aspirations tomorrow.”
RKL Private Wealth offers a continuum of services to create and grow wealth, prepare assets for transfer and prepare recipients to receive the assets. United around the client’s vision and values, RKL’s deep bench of wealth advisors, portfolio managers, investment analysts, business strategists, estate planners and tax professionals design a comprehensive plan to turn life and legacy plans into reality.
Learn more about RKL Private Wealth.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.