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

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

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.

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Latest Insights

Global Insight large network server

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

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

Read more