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

Woman watching stock charts

A mature but still intact equity bull market

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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calculator and tax form

What you can do to avoid tax surprises every year

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

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Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

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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