Six years ago, RKL, a leading CPA and advisory firm with offices in Pennsylvania and beyond, grew its footprint in Eastern Pennsylvania by opening its Exton office, offering a wide range of services like assurance, tax, and financial and management consulting. As the firm continues to grow its footprint statewide, RKL Private Wealth, one of its newest subsidiaries, is now positioning itself in the Greater Philadelphia market to build new business opportunities and meet the needs of clients in the area.

RKL Private Wealth aims to help individuals and families with complex wealth, tax, and business planning needs to achieve their goals for what’s next. As the firm builds its presence statewide, the RKL Private Wealth team is aligning its bench of talented advisors and resources to emerging markets like Exton.

Leading the Private Wealth efforts out of that office is Wealth Advisor Jennifer Connolly. Connolly has more than eight years of wealth management experience, working with business owners with employer-sponsored retirement plans and specializing in women-focused financial planning with divorced and widowed clients. She also has 15-plus years of experience in various leadership positions in the Resort and Hospitality Management industry.

Connolly recently relocated to Phoenixville with her sons Archer and Ethan, and she is already creating new connections with clients. Through this role, Connolly will be leveraging the experience, talent, and resources of the Reading-based Private Wealth team to meet the needs of the growing Greater Philadelphia market.

With the approach from RKL Private Wealth, the firm delivers a full spectrum of financial planning, tax, investment, and advisory services to help guide individuals toward their unique aspirations. Whether building greater independence, securing a family’s future, transitioning business ownership, or even considering a philanthropic legacy, families and individuals have counted on RKL Private Wealth to develop plans to help them achieve greater clarity and confidence for leading a fulfilling life.

Beyond RKL Private Wealth, RKL offers a broad spectrum of services, including tax, accounting, data analytics, operations, human capital management, technology, wealth management, and more. The firm delivers solutions that help organizations and their leaders navigate everyday challenges and identify solutions. Fueled by the talent and dedication of more than 600 professionals, RKL consistently ranks among the top firms in the nation and among Pennsylvania’s “Best Places to Work.”