The creation of wealth presents many challenges. KBST&M offers a broad expertise in wealth management services for clients, coordinating all aspects of the wealth cycle into a comprehensive plan. We provide a unique offering of wealth management services by combining our underlying strength in taxation with creative financial and estate planning and management.
KBST&M can create a focused approach through coordinating various advisors and identifying gaps in a client’s overall strategy. Just as we help you successfully manage your business finances, we help you manage your personal finances. We provide reliable and unbiased counsel to help you design a plan, implement the recommendations, select advisors, and periodically review and update your wealth management strategy.
Our wealth management services include:
- Tax Planning
- Retirement planning and exit strategies
- Estate and trust planning and counseling
- Mortgage financing and refinancing consultation
- Debt restructuring and liability management
- Financial advisor evaluations and recommendations