KLR Wealth Management LLC and Darwin Trust Company Collaboration is a Win-Win for Both Firms and Clients

KLR Wealth Darwin

Here at Darwin Trust, we are always looking for ways to add more value to our relationships with our clients. We are thrilled to announce our strategic alliance with KLR Wealth Management, which provides exclusive new benefits to our clients. This strategic collaboration delivers a powerful extension of services, including comprehensive tax and retirement planning. We’re ready to support your wealth and legacy goals, together. Learn more about these new services, here.

KLR Wealth Management LLC and Darwin Trust Company Collaboration
Win-Win for Both Firms and Clients

KLR Wealth Management, LLC is pleased to announce the firm’s recent collaboration with Darwin Trust Company of New Hampshire, LLC. In this new venture, the two firms will collaborate and exchange service offerings to their clients, delivering wealth management, fiduciary and trust services to individuals, families and business owners.

KLR’s relationship with Darwin Trust reflects KLR’s commitment to continuously serve the needs of its clients. Concurrently, this relationship demonstrates Darwin Trust’s commitment to providing added value to its current wealth management service offerings and to their clients. This collaboration creates a strategic way to deliver complimentary services.  Together, the two firms create a powerful, comprehensive new way to serve their clients.

“The passion at KLR and Darwin Trust for helping clients is evident,” remarked Peri Ann Aptaker, Managing Director, KLR Wealth Management, LLC.  “We have always been well positioned to provide wealth management services to our clients and now we are bringing even more value by adding the trust and trustee experience of the Darwin Trust team — this is a win/win relationship for everyone”.

“Our collaboration with KLR delivers incredible new value for the Darwin Trust business and our clients,” said Melissa Sommer, co-founder, CEO & President, Darwin Trust Company. “As a New Hampshire chartered trust company, we have the advantage of offering clients, no matter where they live, the tax advantages of a New Hampshire trust. Now, with KLR, we can share our client-first, fiduciary approach, and bring complementary services to the table to create more comprehensive services that best serve our mutual clients. It’s an exciting evolution for us all.”

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About KLR Wealth Management, LLC

KLR Wealth Management, LLC provides investment advisory services, financial planning, insurance, estate planning, retirement planning and other wealth management services. KLR Wealth Management, LLC is an affiliate company of KLR, a New England Regional Public Accounting and Business Advisory Firm that is ranked among the Top 100 firms in the United States.  KLR has five office locations and provides assurance, tax, and business advisory services to individuals, private and publicly held companies throughout the United States and abroad. To learn more about our comprehensive wealth management services, visit klrwealth.com.

About Darwin Trust Company

Darwin Trust Company believes trusts and smart money management are for everyone. As a New Hampshire chartered trust company, Darwin Trust customers benefit from responsible wealth management, including tax advantages, regardless of where you live. Our role as a true fiduciary means that we build and protect family legacies by listening, investing and managing wealth using sound investment strategies. Darwin Trust is where today’s wealth becomes tomorrow’s legacy.  Learn more about creating a lasting legacy with Darwin Trust at darwintrust.com. 

Press Contact: June Landry, Partner, Chief Marketing Officer
888-KLR-8557, x1107 |  jlandry@kahnlitwin.com