Wyomissing, PA Office

RKL Wealth Management LLC provides discretionary investment management and financial planning to a broad client base that includes individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. The firm coordinates tax, accounting and other consulting services through its parent and affiliated accounting firm, RKL LLP, and offers related implementation support alongside investment advice.

RKL Wealth’s process begins with consolidated asset management and strategic asset allocation, implementing customized portfolios using a core‑satellite approach and, when appropriate, separate account managers or sub‑advisers. Portfolios may include individual equities and fixed income, ETFs and mutual funds, and—for suitable clients—private investments and other satellite asset classes; the firm also provides ERISA 3(21) and 3(38) fiduciary services and participant education for defined contribution plans.

What distinguishes RKL Wealth is its affiliation with RKL LLP: the brochure discloses that RKL LLP provides tax and accounting services, may serve private investment sponsors, and that those relationships can create conflicts of interest when RKL Wealth recommends related private investments. The firm describes referral arrangements with RKL LLP partners and recent amendments to Item 10 that expand disclosure of these professional relationships and the steps RKL Wealth uses to address the resulting conflicts.