Our Promise
As a fiduciary, we’re committed to putting your interests above all else. RK offers wealth management, including investment management, estate planning, tax mitigation, asset protection, and charitable giving. Our estate planning advice is given in collaboration with your estate planning attorney. Our tax planning considers your long-term needs in conjunction with your accounting firm or a firm with which we have a close relationship. We coordinate an insurance plan in conjunction with insurance agents, so that you get only what you need, for less. As a completely independent firm, our promise is to make sure all our efforts are focused on your goals.
We Put You First
Our People
Choosing a partner to guide your financial future is an act of profound trust. Any firm is only as good as the people who dedicate themselves to serving clients, and our people are some of the best in the business.
Our team is made up of CERTIFIED FINANCIAL PLANNER® professionals, Accredited Investment Fiduciaries®, a Chartered Financial Analyst® and many other industry designations. Our team approach allows us to have a deep bench of experienced advisory professionals and support staff who are familiar with you, your plan, and are ready to help. These are the people who are committed to the fiduciary standard and doing what’s best for our clients, always.