“We inspire our clients to pursue Financial Freedom by planning wisely while living fully.”
There is an important difference between financial confidence and financial freedom. Confidence means you can pay the mortgage or rent, eat and cover other basic needs. Freedom means you can take that unexpected vacation, help the kids or grandkids with college expenses, or do the things in life you didn’t have time to do when you were too busy working. It is simply the ability for you to do what you want, without worrying about money. We strive to help our clients achieve more than financial security, but financial freedom.
Financial freedom rarely just happens though. It takes planning, prudent investing and the courage to stick to your convictions, even when the going gets tough. The Wealth Managers at KWB help their clients each step of the way with a comprehensive process to avoid financial pitfalls and to create a long-term plan with financial freedom as the end goal. With dynamic, ever-changing markets, the help of a knowledgeable and trustworthy advisor is more important than ever.
Delivering proactive and personalized service has always been a primary goal of the KWB team. We want clients to benefit from every aspect of their relationship with our firm – from the real person who answers the phone, to the state-of-the-art technology that enables us to share updated and accurate information in a timely and courteous manner.
We strive to make our clients lives better! We do this by taking care of business while keeping things simple. We look at the big picture – everything that may affect a client’s financial security. From tax planning, to goal progress and achievement, real estate, legacy and estate planning, charitable giving and other key life decisions…we want to leave nothing to chance. We even help our clients determine their optimal Social Security collection strategy.
We deal with these issues every day and we know how to avoid the common mistakes. For instance, we’ll explain the difference between Per Stirpes and Per Capita designations, as well as discuss the pros and cons of inherited IRAs to name a few. After all, an informed decision is always a better decision.
We realize that the economy and markets as a whole are neither tame nor static. They are dynamic entities that react to ever-changing conditions by expanding and contracting, often unpredictably. To us, dynamic markets require dynamic portfolios and a carefully constructed, proactive investment process. To keep these portfolios on track we utilize an investment committee that collectively directs portfolio actions.
We know that each client has different priorities and so we strive to create portfolios that match our clients’ circumstances. Whether you’re a tax-sensitive, cost-driven, strategic or tactical investor, we’ll help guide you to a strategy that fits your situation. To learn more about our Investment Strategies, visit Strategies.