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 - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more