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 - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. 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

European Commission building

How will Europe respond to U.S. tariff threats?

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

Read more