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

AI datacenter

The commoditization of AI models and compute

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

Read more
Mature couple looking at a computer discussing taxes

Thinking of moving to a different state for lower taxes? Here’s what you need to know before relocating

Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.

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Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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- and A/stable4
  • Fitch Ratings AA2 and AA+3 / 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

Let's start the conversation

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