Wealth Management Firm Serving the New York City's Established Residents for Over 30 Years. At KBK Wealth Management, we take an impartial approach to your specific needs-whether it be investment planning, trustee or estate services, tax planning, or family planning. Our clients are individuals in the New York City area and beyond with an investable income of at least $100,000; this includes retirees, trustees, divorcees, millennials, and more.
Our goal is to go above and beyond to help our clients achieve their financial objectives. Our clients receive an independent and impartial approach to wealth management and their financial success. We have experienced leaders whose foundation has been providing comprehensive advice for decades. Our clients receive an independent and impartial approach to wealth management, with objective recommendations being made.
Our goal is to go above and beyond to help our clients achieve their financial objectives. Our clients receive an independent and impartial approach to wealth management and their financial success. We have experienced leaders whose foundation has been providing comprehensive advice for decades. Our clients receive an independent and impartial approach to wealth management, with objective recommendations being made.
Services
Alan Brachfeld is a founding partner of KBK Wealth Management and has been providing financial planning, retirement, tax, estate, and investment planning services to individuals and families for more than 25 years. Alan believes that the key to a successful client-advisor relationship stems from truly understanding the client's unique circumstances and objectives.
Saving money requires discipline, planning, and sound investment options. We measure our own success in terms of the tangible progress we have helped our clients make. Whether you're just starting your career or approaching retirement, you will want a financial plan that is tailored to meet your individual goals and priorities.
Use the Investor360° button to access detailed account information and monthly consolidated statements online. If you are interested in obtaining online access, please submit your information so that we can contact you. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
As an independent wealth management firm, we focus solely on serving our clients' needs. At KBK, we have no obligations to financial products or house brands, which leaves us open to offer sound advice and services for you, the client. Our team of professionals is comprised of seasoned professionals, each of whom has earned advanced professional and industry accreditation and credentials.
A reluctance to develop a concrete plan for securing a comfortable retirement can produce some unfortunate consequences. In today's changing economic environment, people are living longer and are confronted with complex financial choices. In addition to a variety of retirement planning options, there are changing tax laws, new investment strategies, and pension benefits to understand.
Reviews
Be the first to review VCap.
Write a Review
