Be Confident That You’re Prepared For the Future.
Hire a team of trusted investment professionals to help you grow and protect your wealth.
Get an investment management partner who puts your interests first. (We don’t earn commissions when we buy or sell, so there are no conflicts of interest.)
Get a well researched, well-diversified portfolio that includes all the major asset classes.
Get access to virtually any type of security without high fees, sales charges or lock-up periods.
Get an investment advisor who monitors your portfolio regularly and makes adjustments as your goals, objectives, or risk tolerance change or as new opportunities arise.
Wealth Management Made Simple
Customized for you
Throughout our initial planning process, we discuss your investment history and experience, your short and long-term needs, your time horizon, and the level of risk you are comfortable taking. We use these insights to build a world-class portfolio that best matches your financial objectives.
Your investment management team
Your Senior Wealth Advisor serves as your single point of contact and coordinates your wealth management team, which will include:
- Certified Financial Planners (CFP)
- Chartered Financial Analyst Charterholder (CFA)
- Certified Investment Management Analyst (CIMA)
- Chartered Life Underwriter (CLU)
- Masters of Business Administration (MBA)
Personal online dashboard
We give you access to the latest technology to track of all your investments—not just those you hold with us. We set up a for you where you can see all your accounts, transactions and important financial documents in one secure place. Your complete financial picture will always be at your fingertips and updated every time you log in.
Transparency and accountability
You should never have to wonder: “How am I doing?” That’s why we provide clear and concise performance reports automatically at the end of each quarter and anytime upon request.
Easy access to your money
Add or withdraw money anytime. Get systematic monthly income and/or lump sum distributions from your portfolio as requested.
Best Practices for your Money
- We don’t speculate, guess or try to time the markets.
- We don’t use leverage or illiquid investments.
- We don’t complicate your taxes by using investments that generate a K-1
- We use publicly traded, SEC-registered securities such as individual stocks and bonds, as well as low cost, tax-efficient ETFs and mutual funds.
Why Risk Losing What You’ve Worked so Hard to Save?
There are not many things that will make a bigger impact on your life than making good financial and investment decisions. Jeremy Kisner Wealth Management can help you:
- Reduce financial stress with a well-crafted investment plan.
- Experience everything on your bucket list.
- Protect your assets from life’s uncertainties.
- Prepare for life’s transitions.
Schedule a coaching session and get a free analysis of your existing portfolio. In the meantime, download our retirement planning toolkit or one of our free tools to help you start planning today.