RKL Wealth Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

3501 Concord Rd Ste 250, York, Pennsylva...

Phone Number

(717) 399-1700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
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Jun
ZI Rank
2
1
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2

About RKL Wealth Management

At RKL Wealth Management, the company believes your lifes work should enable you to pursue and achieve your most fulfilling life. Thats why the company is proud to work together with the company's clients to tailor the company's wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources. Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations longstanding collaborative relationship with RKL and provides clients across the firms Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. Whether you need toRead more
RKL Wealth Management's Social MediaPopular SearchesRKL Wealth Management LLCConcord IncRyan M KleinfelterAmy Gohn Anstine CPAConcord Road Associates LPSIC Code 62,628NAICS Code 52,523Show more

RKL Wealth Management Org Chart

PhoneEmail
SC
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Director, Client Services

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DL
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Plan Services Director, Retirement

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SB
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Client Service Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RKL Wealth Management

<$5M
11-50
Private
-
2013
SC
Stephanie CookDirector, Client Services
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5M
1-10
Private
-
2009
RG
Ryan GloverChief Investment Officer
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
1984
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

RKL Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

RKL Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RKL Wealth Management.

RKL Wealth Management Tech Stack

A closer look at the technologies used by RKL Wealth Management

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Frequently Asked Questions Regarding RKL Wealth Management

What is RKL Wealth Management's official website?
RKL Wealth Management's official website is www.rklwealth.com
What is RKL Wealth Management's Revenue?
RKL Wealth Management's revenue is <$5 Million
What is RKL Wealth Management's SIC code?
RKL Wealth Management's SIC: 62,628
What is RKL Wealth Management's NAICS code?
RKL Wealth Management's NAICS: 52,523
How many employees does RKL Wealth Management have?
RKL Wealth Management has 11-50 employees
What industry does RKL Wealth Management belong to?
RKL Wealth Management is in the industry of: Finance, Securities Trading
What is RKL Wealth Management competition?
RKL Wealth Management top competitors include: Core Wealth Management, FRS Capital Management, Sterling Total Wealth Solutions, Van Reed Wealth Management
What companies has RKL Wealth Management acquired?
RKL Wealth Management has acquired the companies: Rotz & Stonesifer, Accuvar, Arxis Technology, Rebdev
What technology does RKL Wealth Management use?
Some of the popular technologies that RKL Wealth Management uses are: GoDaddy SSL Certificates, Mimecast, MX Logic, Register.com Business Email Solutions
How do I contact RKL Wealth Management?
RKL Wealth Management contact info: Phone number: (717) 399-1700 Website: www.rklwealth.com
What does RKL Wealth Management do?

At RKL Wealth Management, the company believes your lifes work should enable you to pursue and achieve your most fulfilling life. Thats why the company is proud to work together with the company's clients to tailor the company's wide range of financial planning and investment services to meet their unique needs. Serving Central and Eastern Pennsylv... ania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources. Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. The name better represents the organizations longstanding collaborative relationship with RKL and provides clients across the firms Central and Eastern PA footprint a more diverse selection of financial products from an expanded team of talented professionals. Whether you need to solve financial challenges, plan for education savings and retirement, make critical estate decisions or manage risk, the team of dedicated investment professionals at RKL Wealth Management brings specialized knowledge and personalized service to help you lay the groundwork for a secure financial future.Read More

What are RKL Wealth Management social media links?
RKL Wealth Management Linkedin page RKL Wealth Management Facebook page
Is RKL Wealth Management a public company?
RKL Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about RKL Wealth Management

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