Welcome to Freedman Kircher Group

We take a collaborative, personalized approach to wealth planning. Our multi-generational team works closely with clients, accountants, and estate planning professionals to deliver strategies tailored to your life and legacy. Whether you are planning for retirement, managing generational wealth, or navigating major transitions, we are here to help you move forward with clarity and confidence. 

A team that spans generations, just like the families we serve

At the Freedman Kircher Group, we work with high-net-worth individuals, businesses and foundations to help them fulfill their goals through our long-term, holistic approach to wealth management. Whether you are planning for retirement, seeking advice to build and preserve your assets, or needing guidance to create your legacy, our team of advisors will work with you to design a customized wealth plan with your specific needs in mind.

Inspired by our clients' visions and values, we bring a depth of perspective and continuity to address the evolving needs of each client and generation. From guiding first-time investors to stewarding established family wealth, we take the time to understand your values and long-term vision, helping ensure they are preserved and carried forward for generations to come. 

Latest Insights

Man with tablet computer inspecting tractor

Beyond stablecoins: The tokenization story

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

Read more
family gathering to eat along lakeside patio

Five things you can do with your wealth without selling a single share

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

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Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

About RBC Wealth Management Online

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA-2 and A3/stable⁴
  • Fitch Ratings AA and AA+/ stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

Learn more about us

Contact

Freedman Kircher Group

973-867-5956
aaron.freedman@rbc.com

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