Service Offerings

At Klein Wealth Management, our integrated services and customizable solutions are designed to address each client’s current challenges and focus on realizing long-term goals.

FINANCIAL PLANNING

We work with clients to develop custom, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.

RETIREMENT PLANNING

We help clients develop retirement strategies with an emphasis on income distribution needs, long-term goals, tax management and charitable giving.

PHILANTHROPIC PLANNING

From the establishment of private foundations, to charitable funds and trusts, our team helps clients maximize their giving.
Discretionary portfolio managment

PORTFOLIO CONSTRUCTION & MANAGEMENT

We work with clients to understand their liquidity, cash flow and long-term needs to create a diversified, tax-efficient portfolio focused on the long-run.

TAX PLANNING

From estate planning to charitable giving, our team focuses on creating tax-efficient investment and wealth management strategies.

INSURANCE PLANNING

We help clients discern and meet their insurance needs, including disability, whole life, annuities, long-term care, estate, excess liability, property and casualty.

ESTATE & WEALTH TRANSFER PLANNING

We help clients and their families create estate transfer strategies, including trusts and wills, with an emphasis on tax efficiency.

PLAN COORDINATION WITH FAMILY ADVISORS (CPA, ATTORNEY, TRUSTEES)

We help foster alignment of clients’ entire financial pictures by working directly with their other trusted advisors to increase efficiency and cohesion. Our clients will also have access to our network of trusted professionals. 

CORPORATE RETIREMENT PLANS

We work with retirement plan sponsors to implement, review and monitor retirement plans. Additionally, we provide resources and education for participants, as well as plan benchmarking and record-keeping support for sponsors.

INVESTMENT STRATEGY

We work with clients to identify areas of investment opportunity, develop asset allocation strategies and provide ongoing monitoring of investments and reallocation of assets, when and where appropriate.

RISK MANAGEMENT

Our team provides ongoing portfolio and investment monitoring to discern, assess and help mitigate risk.

PORTFOLIO REPORTING & ANALYSIS

We create both high-level and detailed client portfolio and investment performance reports.

CASH MANAGEMENT

We assist clients with wire transfers, issuing checks, setting up direct debits and supporting liquidity needs.
Emoney vault

EMONEY SECURE DATA VAULT

We offer clients access to a secure repository of digital documents and performance reports for increased transparency and alignment.

Wealth Management Focused on You

We view each relationship as a long-term commitment. With a combination of experience and a personal connection, we provide our clients with advice focused on their unique needs.


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Our Process

Discovery

Analyze

Monitor

Execute

Discovery

Understanding & Collecting Information

Analyze

Analysis & Creation of a Unique Plan

Monitor

Monitoring & Ongoing Engagement

Execute

Implementation & Execution


Our Focus

We begin each relationship by devoting time to learn more about you, your family and your goals. Together we will look at all aspects of your financial life, including where you stand today and your aspirations for the future.

The focus of our investment philosophy is centered upon the creation and preservation of client wealth.

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Wealth Management

WM

Wealth Management

IC

Investment Consulting

IC

Investment Consulting

Investment Consulting is a critical part of the wealth management equation—knowing how to allocate one’s assets and manage it through the capital markets maze is paramount to the success of a client relationship. But it is not everything as defined in the larger work of Wealth Management. The equation spells out the importance of Advanced Planning and Relationship Management as additional critical components of Wealth Management. That is not to say that Investment Consulting is not important, clearly it is—and we have committed ourselves to the science of finance (holding the CFA designation, a degree in economics and a graduate degree in finance also as a published author on security analysis) and take IC very seriously. It’s just that we believe Wealth Management is more than just the investment of one’s capital—and as the equation shows it is so much more than that.

AP

Advance Planning

AP

Advance Planning

Over the decades that we have been wealth managers our clients have told us that four major aspects of their financial lives are most important to them: Wealth Enhancement, Wealth Transfer, Wealth Protection, Charitable Giving.

RM

Relationship Management

RM

Relationship Management

We are stewards for our clients’ financial affairs and as such we coordinate much of their planning—interfacing with their other advisors—from their attorneys to their tax specialists.  Our job is to help keep everyone on task and maintain communication with our clients—that’s our primary goal.