At The Kolmer Wealth Management Group, we are a multi-generational team that continues to attract generations of client families in Pennsylvania and more than 20 other states. Proud and appreciative of the referrals we receive, our team shares a desire to help clients monetize their years of hard work and enjoy meaningful outcomes.
Now, in our 40th year, we find that a “new wave” of clients has found its way to our door. Many share an entrepreneurial spirit and – like us – are serious about money. On their behalf, we focus on family legacy planning, risk-managed investing, wealth-accumulation strategies, retirement planning, exit-planning strategies, tax-minimization and estate planning strategies, and liability management. With many of these areas often ignored by a previous advisor, we are devoted to addressing holes in clients’ financial pictures, as well as their goals.
Who do we serve? A diverse and financially astute clientele. They include successful owners of family-owned businesses (up to and through the sale of their enterprise), investment bankers, hedge fund managers and other busy executives, professors, musicians, commercial real estate professionals, and their families.
Whether they’re building wealth and a career, nearing retirement, or anticipate a key liquidity event, we work collaboratively internally and with clients to create immeasurable and consistent value. Delivering an exceptional measure of diligence and devotion, we are intentional and caring in our efforts.
Having managed clients’ money and emotion amid 1987, 2000, 2008 and 2020 volatility, we feel good knowing virtually all of those clients remain with us today. We believe that’s due in large part to our enlightened perspective on mitigating investment risk. Still, our focus remains on clients’ lives, not only their bottom lines. We feel good that they’ve “done well” during the Bull Market. Our clients have sent children to college, purchased homes, prospered in their careers, and worked tirelessly to achieve these milestones.
We are well aware that each client’s achievements bring wealth and expectations. Therefore, it is incumbent upon us to help manage that wealth responsibly and in the most respectful manner. Results and relationships matter to us – and especially, to clients who deserve our very best efforts.
At The Kolmer Wealth Management Group, we are a family serving other families. With a loyal and growing clientele that spans generations and the nation's geography, we have a proud heritage and story that continue to be told. Both revolve around the values and relationships we've built with successful individuals and families.
Our father and colleague, Kevin Sr., founded our group – and our client associate, Lisa, has worked with him for more than three decades. Together, they developed a process and approach that puts clients at the center of multi-pronged strategies designed for them and them alone.
As brothers, we (Kevin Jr. and Chris) enjoy an incredibly close relationship. Considering each other to be "best friends," our individual families work and play together. We believe that clients appreciate the familiarity of how we interact with each other – and with them.
Following in our father's footsteps (Kevin Sr.) and walking beside him now, we continue to apply the lessons we were taught – about listening and learning from clients, handing sensitive matters with care, discretion and confidentiality, being honest and straightforward (even when suggestions may be difficult to hear), and above all, treating clients like they were members of our family.
We also have wonderful memories about our legacy as a team and family. In fact, Kevin Jr. sat on Santa's lap as a child at our office holiday party – and then played the role of Santa himself 25 years later at the same office party (with many clients he grew up with).
Whether we work with clients at their kitchen tables, in our offices, by phone or WebEx, the ages and experiences of our team members allow us to relate well to clients, their spouses, grown children and elderly parents. Our ages also help ensure the continuity of thought and consistency of service we believe each client family deserves.
At the end of the day, we consider ourselves to be "good people" serving other "good people" whom we admire for their achievements, ambitions and examples to others. Our devotion to clients extends to our outstanding support people, some who've been with us for decades. When clients and their families call, we recognize their voices and most importantly, are cognizant of their needs – recalling recent conversations and efforts that allow for a more focused team approach. We feel privileged to assist our clients and of the manner in which we do.
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.
