Family Office Services

Providing Trusted Support

Sound financial management ensures independence at any age, but it becomes even more important as we grow older. Changes to physical conditions or lifestyle circumstances could curtail the ability of you or your loved ones to play a direct role in managing your financial affairs. That’s where a trusted partner like RKL Wealth Management can step in with the guidance and assistance you need to maintain your lifestyle and independence.

From routine tasks like paying bills to strategic decisions like estate planning, you can depend on RKL Wealth Management’s professional team to supervise your financial responsibilities with reliability and integrity. We work with clients to develop a customized approach as to how future financial obligations will be administered and how resources will be appropriately allocated to meet future needs.

When you rely upon the comprehensive financial and investment expertise of RKL Wealth Management specialists, you will enjoy the freedom, comfort and security of knowing that your finances are in good hands.

  • Management of a wide range of fiduciary transactions and responsibilities from supervision of expenditures to real estate management to medical reimbursement and many more
  • Ongoing protection from financial predators
  • High ethical standards and specialized expertise among team members, with certifications including Certified Financial Planner, Certified Public Accountants and Certified Medicare Supplement Accredited Advisor
  • Full engagement and transparent communication about financial affairs and observations with client and designated family representatives
Let us help you preserve your financial independence.Contact us today to get started