RKL Wealth Management Surpasses $1 Billion in Assets Under Management/Advisement

Posted On On: March 7, 2018 Categories Filed Under: Member News

LANCASTER, PA (March 7, 2018) – RKL Wealth Management LLC, a subsidiary of RKL LLP, today announced that it crossed the $1 billion threshold for assets under management/advisement earlier this year.

“This milestone speaks to trust our clients place in us to help them lay the groundwork for a more secure financial future,” said Edward W. Monborne, Chief Executive Officer of RKL. “It is also a testament to the savvy, dedicated and experienced team of professionals that sets RKL Wealth Management apart from other investment advisory firms.”

RKL Wealth Management has achieved significant growth in new and expanding accounts in recent years thanks to close collaboration and cross-disciplinary approach with its parent company, RKL.

Serving Central and Eastern Pennsylvania, RKL Wealth Management LLC, founded in 1999, provides individuals, families and businesses with sophisticated solutions, including tax-efficient financial planning and investment management, estate planning, insurance reviews, family office support, qualified retirement plan services, business transition assistance and trust and fiduciary services.



Serving Central and Eastern Pennsylvania, RKL Wealth Management LLC offers a broad range of services including investment management, financial planning, estate planning and qualified retirement plans for businesses. RKL Wealth Management offers clients a tax-efficient approach to all of its services through collaboration with parent company RKL LLP. Learn more at www.rklwealth.com.