The Rehrer Group has been delivering financial advice, guidance and wealth management services to corporate executives, business owners and non-profit organizations for more than 70 combined years.
The clients we serve are comprised of a limited number of affluent families who value our disciplined approach. We insist on a full understanding of each client's circumstances and goals. We endeavor to establish deep and valued trust relationships with each client to truly learn their needs and aspirations. Each client can expect to receive personalized advice and guidance and access to firm specialists. We expect clients to apprise us of any significant personal or financial developments that might affect their goals. We provide periodic updates on client portfolios. We meet regularly with clients to update their overall strategy. We pro-actively present market opportunities and communicate regularly with clients.
What We Offer- Customized Strategies That:
- Create and grow wealth
- Preserve wealth
- Plan for the distribution of wealth during life in the most tax-advantaged way
- Plan for the distribution of wealth at death in the most tax-advantaged way
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.
CFP®, CRPC™
CRPC™
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.
