Kirkpatrick-Violette Group
Headquartered in Spokane, Washington, we are a boutique-like team within Merrill Private Wealth Management—one of approximately 200 teams nationwide honored with this designation. Since our founding in 1983, we've been guiding families through the complexities of wealth with clarity, purpose, and precision.
We serve ultra-high net worth families, business owners, executives, physicians, and next-generation inheritors. As a multigenerational team, we’re intentionally structured to help ensure continuity of service across generations. When a senior advisor transitions or retires, our clients experience no disruption – just seamless, consistent guidance from a team that knows them deeply and plans with intention.
🔹 Our Focus
We advise a select group of UHNW individuals and families who face unique challenges and opportunities. Many of our clients navigate significant complexity – whether from business transitions, multi-generational planning, or philanthropic structuring. With over 100 years of combined experience, we simplify the intricate and deliver strategies that align with your values, vision, and legacy.
🔹 Our Emphasis
We’ve intentionally built a robust, collaborative team to serve the full spectrum of your financial life. From investment management to estate planning coordination, our professionals are accessible, responsive, and deeply attuned to your family’s needs. We believe in real relationships – when you call, you speak to someone who knows you.
🔹 Our Commitment
We genuinely care about the families we serve. Many become lifelong friends. Their well-being inspires our work and drives our commitment to excellence. We feel that our enduring relationships reflect the caliber of our clients and the depth of our dedication.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future.
Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family.
Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
CFP®, CIMA®, CKP®, CPFA®
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
