Kirkpatrick-Violette Group
Headquartered in Spokane, Washington, the Kirkpatrick-Violette Group is part of Merrill Private Wealth Management, a distinction awarded to a select group of advisory teams nationwide. Since 1983, we have helped successful families, business owners, and executives navigate the opportunities and responsibilities that come with significant wealth.
We work with clients whose financial lives often extend beyond traditional investment management. Whether preparing for a liquidity event, coordinating estate planning strategies, managing family wealth across generations, or balancing personal and business priorities, our role is to provide thoughtful guidance and a coordinated approach.
Our Team
As a multi-generational advisory team, we are built for continuity. We feel that clients benefit from the perspective and experience of senior advisors, while also developing relationships with the next generation of leadership. This structure helps ensure seamless service and long-term guidance for families whose planning horizons often span decades.
Our Approach
We serve a select group of families and individuals so we can deliver a highly personalized experience. Supported by more than 100 years of combined industry experience, our team collaborates across disciplines to help simplify complex financial decisions and keep clients focused on their long-term objectives.
Our Commitment
Relationships are at the center of everything we do. We believe wealth planning is most effective when built on trust, responsiveness, and a deep understanding of the people we serve. When clients call, they reach a team that knows their family, understands their goals, and is committed to helping them navigate life's most important financial decisions.
We work with individuals and families who have built substantial wealth through business ownership, executive leadership, and decades of disciplined investing. Their circumstances may differ, but they often share a common objective: making informed decisions today that support their families, businesses, and future generations for years to come.
Business Owners & Family Enterprises
Whether planning for a future sale, transitioning a family enterprise to the next generation, or managing the opportunities that follow a liquidity event, business owners face decisions that can have lasting implications for both their family and their financial future.
The most successful transitions are often planned years before an exit occurs. We help clients evaluate options, coordinate planning strategies, and prepare for key milestones well before a transaction takes place, helping position them for greater flexibility and more favorable outcomes.
Senior Executives
Corporate leaders often face financial opportunities and challenges that extend beyond traditional investment management. We work closely with executives navigating concentrated stock positions, Rule 144 transactions, 10b5-1 plans, deferred compensation arrangements, and complex incentive compensation structures.
Our role is to help integrate these opportunities into a broader wealth strategy while balancing risk, liquidity needs, tax considerations, and long-term objectives.
Families with Generational Wealth
As wealth extends across generations, the focus often shifts from wealth creation to long-term stewardship. Families may find themselves overseeing trusts, philanthropic initiatives, family enterprises, and other structures designed to preserve and transfer wealth while supporting future generations.
We work closely with families and their professional advisors to help coordinate sophisticated planning strategies while bringing organization and continuity to long-term decision-making. Beyond financial structures, we believe preparing future generations is equally important. Through family meetings, educational resources, and exclusive programs designed to help heirs develop financial knowledge and confidence, we help families foster responsible stewardship for generations to come.
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.
