RK Group
Merrill Lynch Wealth Management
RK Group has come to serve many individuals, families, and businesses and works with them to help them meet their overall wealth management needs and objectives.
Encouraging “savings and spending discipline” from clients, the team places equal importance and focus on its managing of investments and liabilities – providing educational moments and practical, near-term recommendations as part of an overall wealth management strategy.
RK Group brings its extensive experience and big-picture perspective to guide each client with an extra measure of personal attention. From reducing debt, to minimizing tax exposure, to aligning custom strategies to each client’s financial objectives, the team works at creating a “livable and flexible” wealth management strategy that can be adjusted over time as client’s needs change.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CFP®, CPFA™, CRPC™
AWMA™
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.
