KCH believes in a holistic approach to building and preserving the wealth you have worked hard to accumulate. We don’t focus only on the investments in your portfolio; but instead adopt a more comprehensive perspective. Building on our core asset class investing philosophy, we help clients combine a prudent investment strategy with a well-coordinated, overall financial and wealth management plan to ensure your financial health.
We feel that focusing on the client’s overall financial situation adds more value than simply picking investments.
We firmly believe that it requires a broader set of skills for an adviser to help you successfully understand and navigate today’s increasingly cloudy market environment. Gone are the days of “financial salesmen” picking stocks and throwing together portfolios of mutual funds. You need and experienced, trusted advisor who can not only allocate your assets effectively and manage your portfolio, but also help you manage risk, fees, liabilities, plan for the distribution of your estate, minimize your taxes, and plan for your retirement.
It is nearly impossible to go it alone in the vast sea of information, emerging technology and 24 hour information. A focused financial partner can help you make prudent, overall financial decisions, using experience and keen understanding of financial markets to guide you through the intricate and sometimes perplexing task of managing your investments.
We want to be your family’s trusted financial team. We can help you understand and weigh the many important financial decisions that will affect your family now and for years and generations to come.
Defining your financial objectives and providing you with analyses and solutions regarding your overall asset allocation, debt structure, retirement savings, and estate plans will give you a clearer understanding of your personal financial situation. We will develop a comprehensive financial blueprint to help you map out, and ultimately, reach your goals. As your circumstances change over time, we will help you to adjust your plan as new life events take place and challenges and opportunities emerge.
Your overall plan should be seamless.
We will collaborate with your other advisors – such as your attorney, accountant, mortgage broker, and insurance agent – to make sure that proper planning is done and effective implementation takes place. We can work with your existing advisors or provide referrals to those we work with regularly and trust with our clients’ needs. When you work with us, you will understand and appreciate that having a knowledgeable, experienced team on your side will allow you to more successfully navigate the rocky landscape of investing. We take pride in being proactive to our clients’ needs, as well as anticipating of changes in the financial markets before they take place.