We recognize that wealth is more than money. True prosperity is the freedom and ability to accomplish the things that are most important to you, and prudent wealth management helps you get there.
The financial markets are more complex today, requiring effective strategies for preserving and growing wealth. Our clients appreciate the depth of our experience, resources, and industry expertise.
At Kathmere Capital Management, you are the CEO and we serve as your CFO. In that role, we work closely with you to create and implement a plan that's personalized to your specific needs, concerns, and goals.
- Goal-based Financial Planning - Providing analysis and advice on both the accumulation and distribution of assets to meet various financial goals
- Evidence-Based Investment Management - Disciplined approach that relies on empirical data, logic, and reason rather than emotions; providing ongoing oversight, risk management, tax-efficient rebalancing, and performance reporting
- The Wealth360 Client Portal - Offering a personal and comprehensive overview of financial well-being and tracking towards goals
- Everplans - Easy-to-use and well-structured platform for collecting estate planning and end-of-life information
- LifeLock - Identity theft monitoring and protection
- Riskalyze - Personalized, measurable risk profiling
- Quarterly, Proactive Portfolio Reporting - Customized report emailed directly from Kathmere that gives quarterly portfolio updates
- Liability and Risk Management Audit
- Executive Stock Plan Analysis
- Private Banking Services
- Life, Disability, and Long-Term Care Insurance Analysis & Strategies
- Estate, Legacy, and Philanthropy Planning
- Multi-Generational Wealth Education
- Coordination with External Professionals (i.e. estate, legal, and tax teams)
- Business Succession Planning
- 401(k) and Retirement Plan Services