Kaplan, Litwin, Kaplan & Associates, Helping Build and Preserve Wealth Since 1981, one client at a time, Cincinnati, Ohio, Stifel

Why the KLK Wealth Management Group experience may be right for you:

  • 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.
  • In-depth discovery, analysis, and organization. In financial matters, it's easy for anyone to procrastinate. We know what to ask you when the file folders finally come out of your desk.
  • Single source. 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.

Stifel does not offer tax or legal advice.  You should consult with your tax and legal advisors regarding your particular situation. 
Asset allocation and diversification does not ensure a profit or protect against loss.