Securities offered through Securities America Inc., member FINRA / SIPC. Advisory services are offered through Securities America Advisors, Inc. KMA Wealth Management, LLC and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.
Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Services
Identifying and prioritizing goals is at the heart of every client relationship we develop. It is only when we understand the goals and objectives of our clients that we can best determine the scope and nature of our relationship.
Our clients typically seek unbiased advice with tailored recommendations, improved after-tax results especially with regard to investments, assistance with planning transfer of wealth to the next generation, protection of their wealth, and reduction of time spent managing their affairs and dealing with a multitude of advisors.
Our clients typically seek unbiased advice with tailored recommendations, improved after-tax results especially with regard to investments, assistance with planning transfer of wealth to the next generation, protection of their wealth, and reduction of time spent managing their affairs and dealing with a multitude of advisors.
Our mission is to create and preserve wealth for our clients through effective long term asset management and planning. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We help our clients set financial goals, monitor progress toward these goals and discuss actions to be taken.
Develop map to connect current position to retirement vision while incorporating other financial goals and "what if" scenarios. Semi-annual progress check against map, assess impact of changes, make adjustments as required. Almost all financial decisions you make can impact your retirement map; therefore, on going communication and analysis is critical.
Gregory M. Williams, CPA, PFS is president of KMA Wealth Management, LLC. He has been in the financial services business for 18 years. He focuses on customized Wealth Planning and Management Services for professionals, corporate executive's and business owner's. KMA Wealth Management, LLC was founded with the belief that the interests of the client must always come first.
What does integrated planning mean to me? If I'm a new client to wealth management, what should I expect? If I have previous experience working with a financial advisor, what might I see as different? Webster's dictionary defines "integrated" as, "unified control of all aspects of production from raw materials through distribution of finished products".
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