Organize all of your financial information in one place. Create a personal balance sheet. Online access for Stifel clients, providing detailed account information, market data, research, and more. Like a family office of your own. Because of the breadth of KLK's financial expertise, our clients experience the kind of focused, concierge-level service typically available only from single-client family offices.
We can serve at the core of your wealth management strategy and handle all of your financial needs through our network of professionals and affiliates - or we can coordinate with your current financial professional. Same side of the table as you. We don't receive commissions. Instead, our model is fee-based, which means we make more money when the value of your invested assets increases - not before.
We can serve at the core of your wealth management strategy and handle all of your financial needs through our network of professionals and affiliates - or we can coordinate with your current financial professional. Same side of the table as you. We don't receive commissions. Instead, our model is fee-based, which means we make more money when the value of your invested assets increases - not before.
Services
We believe investment planning is most effective when the whole family is considered - including future generations. We are disciplined investors and know the difference between what is appropriate for our clients and what is popular at the moment. KLK Wealth Management Group applies new disciplines and techniques when our clients can benefit.
The key to consistent long-term investing success is pursuing an optimal balance between returns and risk. Strategic asset allocation provides the best opportunity to help grow and preserve wealth throughout market cycles. Our four-step approach is centered on your needs. The first step is to analyze your needs - the KLK Wealth Management Group conversation - and organize our thinking about your financial situation and goals.
We are committed to a relationship with you that is based on objectivity and transparency for pricing and advice. Our planning approach is designed to help us understand your needs, agree on goals, and establish the appropriate implementation approaches. That plan creates the framework for investment management that is aligned with your interests and goals, and establishes the basis for evaluating progress over time.
Over the years, we have found that an ongoing exchange is the best way to identify your needs before designing the strategies to help you pursue your goals. We start by establishing a dialogue - the KLK Wealth Management Group conversation. We only make recommendations after we've gotten to know you and you've gotten to know us.
As Stifel Financial Advisors, KLK Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
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