Our Wealth Management Services
Listen. Learn. Advise. Facilitate… Repeat.
There are no “all weather” investments. Likewise, there is no single client mold. As new opportunities arise, we are prepared to take advantage of them. And as circumstances in your life change, from tax demands to the approach of retirement, we’re ready with a strategy that adjusts to your changing needs. Our proactive wealth advising model means we make the appropriate modifications based on a changing environment, while maintaining consistent communication with you. It’s a time-tested method. Over the years, KAR’s wealth management team has advised to billions in client capital—proof that success is born of trust and partnership.
Ready to establish a partnership you can trust? Contact us today.
Wealth management services to help you achieve your goals
Financial Planning
We offer a wide array of financial planning services. including cash flow analysis, retirement planning, tax planning, risk mitigation, and much more. We offer these services in modular form so we can focus on the true current needs of each client.
Learn more about KAR’s Financial Planning Services.
Investment Advisory
We offer customized asset allocation recommendations utilizing proprietary equity and fixed-income investment management services as well as best-in-class external service partners.
Learn more about KAR’s Investment Advisory Services.
Executive Services
We offer a suite of advisor services and wealth management solutions for corporate executives to help mitigate the risk of concentrated stock positions. We help clients in executive positions diversify their investment portfolio, which may help to reduce the risk of loss due to market fluctuations.
Learn more about KAR’s Wealth Management Services for Executives
Investment Consulting Services
We offer a full platform of investment consulting services from development of investment policy statements, asset allocation design, and comprehensive reporting.
Wealth Management FAQ
- What is wealth management?
Wealth management is a comprehensive approach performed by a team of certified professionals that work to manage you or your family’s financial affairs focusing on risk management, advising and implementing investment and wealth planning strategies, and helping to achieve financial goals.
- How do I choose a wealth manager?
When choosing a wealth manager, we believe it’s important to focus on meeting your investment goals and financial objectives, such as securing a comfortable retirement. Look for someone who aligns with your investment philosophy and can provide personalized guidance to help you achieve long-term financial success.
- What is KAR’s experience in managing wealth for high-net-worth individuals?
At KAR, our wealth managers bring over 100 years of industry experience, establish close and long-lasting bonds with clients, and recommend what we believe are the highest quality of investment opportunities—principles and practices that we believe reinforce our focus on providing exceptional service and our unwavering commitment to our clients.
Our goal at KAR is to provide the highest level of personal service. So feel free to reach out and we’ll be happy to assist you.
For General Inquiries:
(800) 231-7414
Contact Our Team:
Wealth Management
Contact - WM
Contact Form for Wealth Management
Disclosure: This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.