Category: Newsletter

LANCASTER, PA (September 17, 2018) – RKL Wealth Management LLC, a subsidiary of RKL LLP, is pleased to announce that Brandon K. Adams has earned the Chartered Financial Analyst (CFA®) designation. The CFA® designation is a globally recognized…

LANCASTER, PA (September 10, 2018) – RKL Wealth Management LLC (RKL WM), a subsidiary of RKL LLP, today announced the following promotions and internal transfer: Nicholas Boyer has been promoted from Chief Investment Strategist to Chief Investment Officer/Executive…

LANCASTER, PA (September 5, 2018) – RKL Wealth Management LLC (RKL WM), a subsidiary of RKL LLP, today announced Laurie M. Peer, CPA, CFP®, has been named President, effective September 1, 2018. Peer succeeds in this role Sarah…

YORK, PA (August 30, 2018) – RKL Wealth Management LLC, a subsidiary of RKL LLP, is pleased to announce that David M. Morais, CFP®, has joined the firm as a Senior Wealth Advisor. In his new role, Morais…