About My Practice
At KBK Wealth Management, we understand the importance of anticipating and navigating life transitions. For over 25 years, we have guided our clients with an unbiased, independent approach to wealth management. As a client of KBK Wealth Management, you will experience the benefits of a boutique firm whose foundation is independent, expert advice.
The value of independence
As an independent wealth management firm we focus solely on serving our clients’ needs and acting in their best interest at all times. At KBK, we have no obligations to financial products or house brands, which leaves us open to offer the best advice and services for you, the client.
Experience and expertise
Our team of professionals are comprised of seasoned experts, each of whom has earned advanced professional and industry accreditation and credentials. KBK Wealth Management has no salespeople, no quotas to meet, and no obscene bonus structure for its executives. We are accountable to you, the client, and adhere to the highest ethical principles.
A comprehensive approach to wealth management
A true wealth manager does more than manage your investment portfolio. At KBK Wealth Management, we examine every part of your financial life, including life goals, retirement planning, estate planning, business succession, taxes, and college planning to help secure your financial future.
Unsurpassed relationship management
We recognize the value of our client relationships. The advisors at KBK Wealth Management go above and beyond to understand your life goals and challenges. By truly understanding you and your unique situation—your lifestyle, your philosophy, your risk tolerance, and your vision for you and your family, we are enabled to build a strategy that's customized to your individual goals.
Truly full service
Many firms claim to be “full service” but are limited in their capacity to offer a true holistic approach to wealth management. At KBK Wealth Management, we deliver a full suite of services for all your financial planning needs.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Commonwealth Financial Network
Broker-Dealer Disclaimer
“Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC.” WWW.FINRA.ORG WWW.SIPC.ORG
Considerations: Additional arrangements available for our growing portfolio program.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
