News
The news updates from RKL Wealth Management as well as insights on investing, wealth management, financial planning and more from our team of professionals.
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Fall 2019 Quarterly Newsletter
A Look Ahead for Tax Planning:Expect the Unexpected By: William Onorato, Senior Wealth Strategist There is an old adage that says “expect the unexpected and the unexpected will not materialize.” With the 2020 presidential campaign in full swing…
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Summer 2019 Quarterly Newsletter
What the Evolution of Financial Advice Means for Your RKL Wealth Management Experience By Laurie M. Peer, CPA, CFP®, RKL Wealth Management President “Everything should be as simple as possible, but not simpler.” – Albert Einstein Financial planning…
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RKL Wealth Management’s Adams and Schwartz Earn New Credentials
LANCASTER, PA (June 5, 2019) – RKL Wealth Management LLC, a subsidiary of RKL LLP, today announced that two team members achieved new credentials. Brandon K. Adams, CFA®, CAIA®, earned the Chartered Alternative Investment Analyst (CAIA®) credential and…
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RKL Wealth Management’s Stephanie Etter Promoted to Chief Compliance Officer
LANCASTER, PA (April 22, 2019) – RKL Wealth Management LLC, a subsidiary of RKL LLP, today announced that Stephanie J. Etter has been promoted to Chief Compliance Officer. As Chief Compliance Officer, Etter is responsible for developing and…