Our commitment to you

At the Kerr Wealth Management Group, we specialize in business owner solutions, retirement plans for employers, and institutional consulting. We keep our focus narrow so that we can tailor a strategy specific to your needs while upholding the commitment that underscores everything we do: providing you with the thoughtful planning, prudent asset management and exceptional service you need to succeed. 


We invite you to learn more about our extensive experience or contact us today to discuss how we can be of service to you.

Our services: 

Supporting the underlying values of each family’s legacy

  • Business succession planning
  • Generational transfer or sale of business
  • Retirement planning for “life after the business”
  • Investment management
  • 401(k), defined benefit and other company sponsored plans
  • Corporate cash/treasury management services
  • Educational savings plans

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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.

Bulletin Board

Latest Insights

Rollercoaster

Equity market roller coaster: How is your stomach?

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Read more