“Our job is to help our clients fulfill their own goals – not just personal financial goals but those that allow them to bring to life their own core ‘mission statement’ and ‘values’. We believe we have a responsibility to positively impact those whose lives we touch.”
◄ Kimberly C. Good, ChFC®, CFP®, CIMA®
Your ”impact” can inform the world you live in, become a legacy you pass down, and serve as an influence for generations to come.
KCG Investment Advisory helps you plan and invest for the impact you desire to make personally, as well as the impact you want to make on your family, your community, select charities, or other causes.
We believe in the synergy of self-perpetuating growth, working off each other to continually grow and improve. Not only does this require action, but it requires the desire for personal growth, financial growth and growth as a presence within your family and within the community.
We are committed to delivering on an exceptional value proposition, providing meaningful guidance and concierge wealth management services that include practical financial planning and goals-based investment strategies. It’s important to us to be good stewards, good citizens of our community and good advocates for our clients.
Our real-world solutions are based upon collaborative, attainable targets over time, and our implementation process leverages both technical and human resources.
KCG’s offices are equipped with the technology necessary to provide sophisticated planning, security, and compliance. We are registered with the SEC. Senior Wealth Advisor & Partner Kimberly Good, founder of KCG, has also established relationships with legal, accounting, trust administration, life care advocacy, and specialized investment professionals who are available to assist in the implementation of your financial and estate plans, or we are happy to work with your other trusted advisors.