We help you manage your portfolio to your specifications.
We are committed to a relationship with you that is based on objectivity and transparency.
Our planning approach is designed to help us understand your needs, agree on goals, and establish the appropriate implementation approaches.
That plan creates the framework for wealth management and investment planning that is aligned with your values and goals, and establishes the basis for evaluating progress over time.
Over the years, we have found that an ongoing exchange is the best way to identify your needs before designing the strategies to help you pursue your goals. We start by establishing a dialogue – the KLK Wealth Management Group conversation.
We focus on two fundamental questions:
Who Are You As A Person?
What Are Your Financial Circumstances
These questions and their answers are the foundation of KLK Wealth Management Group consultative approach.
While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services. We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed. Where we reasonably believe it to be in a client’s best interest, we recommend:
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/ program-disclosures , for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS .
Non-Advisory Products (Brokerage Services)
A Custom Plan Deserves a Range of Services
Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.