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WHY KBK

Financial Planning and Wealth Management With You at Top of Mind

"For us, it's all about the client. . . . The client comes first."

 — Michael Kessler, Partner

The Value of Independence

As an independent wealth management firm, we focus solely on serving our clients’ needs. At KBK, we have no obligations to financial products or house brands, which leaves us open to offer sound advice and services for you, the client.

Experience and Expertise

Our team of professionals is comprised of seasoned professionals, each of whom has earned advanced professional and industry accreditation and credentials. We adhere to the highest ethical principles and are committed completely to our clients.

A Comprehensive Approach to Wealth Management

A true wealth manager does more than just manage your investment portfolio. At KBK Wealth Management, we examine every part of your financial life, including life goals, retirement planning, estate planning, business succession, taxes and college planning to help secure your financial future.

Relationship Management

We recognize the value of our client relationships. The advisers at KBK Wealth Management go above and beyond to understand your life goals and challenges. By truly understanding you and your unique situation—your lifestyle, your philosophy, your risk tolerance and your vision for you and your family—we can build a strategy that's customized to your individual goals.

Truly Full Service

Many firms claim to be “full service” but are limited in their capacity to offer a true holistic approach to wealth management. In contrast, we offer a complete suite to our clients.

Our professional services include:

Here for the Long Term

For more than a collective century, we have guided our clients with steady, principled advice throughout the ever-changing economic, business and regulatory climates. We understand the volatility of the marketplace and have charted our clients' financial courses accordingly. Our clients understand that we are here for the long term and recognize our dedication to their financial success.

Learn about our client referral program

KBK Wealth Management and Commonwealth Financial Network do not provide legal or tax advice.

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