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 significant wealth deserves more than investment management. It deserves clarity, intention, and a team who understands both the financial and emotional complexity that comes with success. Most of the families we serve are ultra‑high‑net‑worth families, business owners, and C‑suite executives who have spent decades building something meaningful. They often come to us at pivotal moments—preparing to sell a business, navigating a major liquidity event, approaching retirement, or planning for future generations. Our role is to help them move through these transitions with confidence.
We take the time to understand your values, your family, and the legacy you want to create. We intentionally limit the number of relationships we take on so we can remain deeply involved, accessible, and thoughtful in every interaction. Our philosophy centers on partnership: helping you make decisions that support the next chapter of your life and the generations who will follow you.
Because wealth touches every part of life, we work collaboratively—with specialists across banking, investments, planning, credit, and trust services—to bring you integrated, strategic guidance. Our team draws on the resources of a global financial institution while delivering the personal, high‑touch experience our clients appreciate.
We also recognize that significant wealth often spans multiple states, lifestyles, and life stages. Many of the families we serve maintain homes in multiple locations or ultimately choose to retire outside of Washington. Our team is structured to serve clients nationwide, providing continuity, organization, and a trusted point of contact no matter where life takes you.
Above all, we believe wealth should simplify your life, not complicate it. Our philosophy is rooted in helping you stay organized, make intentional decisions, and create a plan that reflects what matters most to you today and to the people you care about most.
Join us for an engaging session with Chris Johnson focused on building a strong foundation for health and wellness. This presentation explores practical strategies to improve energy, resilience, and o...
CEPA®, 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.
