Wealth Management

Sophisticated Planning for successful individuals who may have…
                   - One or More Businesses
                  - Accumulated assets of more than $5,000,000
                  - Special needs beneficiaries
A plan may include…
                  - Investing an Inheritance as Grantor or Beneficiary
 Business Succession                                
                 - Key Employee Retention
                  - Asset Protection

                  - Inter vivos and Testamentary Planning
                      - Estate Tax Planning

KCG Investment provides fee only service, sells no products and avoids conflicts of interest. Kimberly works with your existing team of professional advisors or can work with you to develop your team from your perspective and with your best interests at the forefront. 

KCG will help you understand your options, develop a strategy to reach your goals, and implement the tactical steps necessary to make your dreams a reality.  Then we monitor and update your plan to keep pace with the ever-changing legal, tax, and economic forces that can affect your success.

In addition to a Certified Financial Planner, your professional advisory team may include a Legal Advisor, Tax Advisor, and Specialized Professionals in Trust Administration, Life Care Advocacy, or Investment .