The Klein Wealth Management Group
At The Klein Wealth Management Group, we strive to create meaningful “client experiences” that extend well beyond what you may expect from a financial advisory team.
To help you move smoothly from Point A to Point B, we invest our time to understand who you are, what keeps you up at night, and what gets you up the next morning. Each of us wants to know what holds meaning to you – financially, professionally and personally.
By listening more than talking and providing our undivided attention, we can craft thoughtful, highly personalized strategies to help simplify your complex challenges, complement the efforts of your CPA and attorney, and bring clarity to your life’s most significant transitions – whether you’re nearing retirement, recently divorced or widowed, welcoming a child back home after college, beginning a second marriage, or launching a new venture.
A hallmark of our approach is caring for your “wealth and wellness.” We are also passionate about educating you – and ourselves. In fact, several team members have pursued rigorous industry training and hold the CERTIFIED FINANCIAL PLANNER, CFP® certification – helping us employ “best practices” and helping you plan and prepare for likely (and unlikely) circumstances. Our commitment to you is ongoing. Together, we look forward to helping strengthen your financial security and making you comfortable with the road ahead.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CDFA®,CEPA®,CFP®,CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
