About The Rikoon Group
The Rikoon Group is a leading wealth management firm based in Santa Fe, New Mexico. With over 30 years of experience in the financial industry, the company has established itself as a trusted advisor to individuals and families seeking to grow and protect their wealth.
At The Rikoon Group, we understand that every client has unique financial goals and objectives. That's why we offer a range of personalized services designed to meet each client's specific needs. Our team of experienced professionals works closely with clients to develop customized investment strategies that align with their long-term goals.
One of our core services is portfolio planning. We believe that a well-diversified portfolio is key to achieving long-term investment success. Our team takes a holistic approach to portfolio planning, taking into account each client's risk tolerance, time horizon, and overall financial situation.
In addition to portfolio planning, we also offer trust advice services. Trusts can be an effective tool for managing assets and passing on wealth from one generation to the next. Our team has extensive experience in trust administration and can help clients navigate the complex legal and tax implications associated with trusts.
At The Rikoon Group, we pride ourselves on providing exceptional service to our clients. We believe that communication is key to building strong relationships with our clients, which is why we make it a priority to keep them informed about their investments and any changes in market conditions that may impact their portfolios.
We also understand the importance of staying up-to-date on industry trends and best practices. That's why our team regularly attends conferences and seminars focused on wealth management topics such as estate planning, tax strategies, and retirement planning.
In summary, if you're looking for comprehensive wealth management services in Santa Fe or beyond look no further than The Rikoon Group! With decades of experience helping individuals achieve their financial goals through personalized investment strategies tailored specifically for them - you can rest assured knowing your money will be managed by experts who care about your success just as much as you do!
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