Jon Ransohoff

Background

About Jon Ransohoff

After spending 15+ years in business development at some of the high-tech industry's most well known companies, I joined Merrill Lynch Wealth Management and my brother, Tom, in 1997. Three years later, we named our team The RHR Wealth Management Group (using our father's initials) and he was an inspiration to both of us. Because of my Silicon Valley experiences, Our team has long offered insights on financial issues and challenges facing technology executives. Only after appreciating each client's preferences and passions, does the team determine a customized investment allocation and other ways that client wealth can be enhanced and preserved. With our strong sense of family and admiration for client values, The RHR Wealth Management Group also formulates complete wealth management strategies for CFOs and other C-suite executives, founders of venture capital firms, medical specialty practitioners, successful women, divorcees', retirees, multiple generations, and nonprofit organizations. Using wealth strategies we've honed for decades, we consider ourselves to be "risk minimization managers" who aim for risk-adjusted returns. To help clients plan for retirement, we include Social Security strategies and account for health care costs and considerations for long-term-care. In addition to our own perspectives, we provide input from Merrill specialists and resources. The RHR Wealth Management group is privileged to serve clients when life events call for unbiased, disciplined financial guidance. We facilitate meetings with clients' attorneys and CPAs. Keeping everyone focused and pulling in the same direction can optimize results and ease client concerns. We're family and sensitive to family issues. Being a dependable 'first-call' is gratifying to us. Our team focus: wealth management, portfolio diversification, concentrated stock positions, tax minimization and wealth transfer strategies.