Kane Company Wealth Management is a fiduciary wealth management firm offering a comprehensive approach to providing professional financial and tax advice. Our CERTIFIED FINANCIAL PLANNER professionals, Certified Public Accountants and Personal Financial Specialists can help you develop and implement a long-term strategy that meets your financial goals.
Low Cost, Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds). We are a low cost Dimensional Fund (DFA) Advisor (www.dfaus.com). Our firm primarily utilizes DFA funds, which provide global investment solutions with state-of-the-art portfolio design and trading.
Low Cost, Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds). We are a low cost Dimensional Fund (DFA) Advisor (www.dfaus.com). Our firm primarily utilizes DFA funds, which provide global investment solutions with state-of-the-art portfolio design and trading.
Services
Our mission is to assist in our clients' wealth accumulation by helping them both make and save money while enhancing their quality of life without compromising our ethics and integrity. We accomplish this mission by serving as a fiduciary (with our clients first-always), offering holistic financial services including wealth management and income tax preparation, and utilizing a small team offering quality service.
Reviews (1)
Bruce Simonton
Oct 22, 2021
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We absolutely recommend Kane Company’s financial planning services.
Steve Kane and his associates have been our financial planners since 2007. Fee only. Great success for us through the three downturns. They created an individual plan for us based on our situation and future needs. They monitor our plan and amend our program as markets change and our situation matures. Nothing “cookie cutter” about their methods.
They are small enough that their approach is personal, perceptive, responsive, and far sighted. They are students of investing and tax law. Always current. And they are associated
Steve Kane and his associates have been our financial planners since 2007. Fee only. Great success for us through the three downturns. They created an individual plan for us based on our situation and future needs. They monitor our plan and amend our program as markets change and our situation matures. Nothing “cookie cutter” about their methods.
They are small enough that their approach is personal, perceptive, responsive, and far sighted. They are students of investing and tax law. Always current. And they are associated
