"Complete Strategies designed to Manage and Grow Your Financial Assets"
With its strong sense of family and admiration for client values, The RHR Wealth Management Group customizes financial strategies for high net worth individuals, families, successful women, divorcees, and medical specialty practitioners for whom wealth is a means to positive outcomes.
“We bring deep knowledge and a team approach to clients as diverse as the goals they set,” says Tom Ransohoff. Among them are technology executives (many with concentrated stock and options), CFOs and other C-suite executives, founders of venture capital firms, retirees, and members of non-profit boards and charitable organizations.
Serving many clients during life changing events: divorce, birth of a child or grandchild, or the loss of a loved one, the team works with clients' attorneys and CPAs to implement plans during these significant times. “We’re family – we’re sensitive to family issues,” Jon Ransohoff points out. “Being a dependable ‘first-call’ is fulfilling to Tom and me.”
The team takes each client through a disciplined process where consideration is given to lifestyle and financial needs – retirement income, cash flow, tax minimization, college planning, credit and lending through Bank of America, N.A., and wealth transfer.
“Once we appreciate a client’s financial picture, we use financial strategies we’ve honed for decades. A client’s portfolio may include our core equity and fixed income portfolios, hedge funds*, REITs and commodities*. We craft custom strategies by staying close to the markets and to the needs of each client,” Tom explains. “We consider ourselves to be ‘risk minimization managers’ who aim for risk-adjusted returns that align with clients’ financial goals.”
With clients residing in most states, The RHR Wealth Management Group maintains a structured communication schedule and meets with clients whenever possible. “Tech-savvy clients may prefer email, but face-to-face meetings help us catch up on a client's life while updating their progress toward meeting goals," Jon added
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
