Focus on a long-term relationship.


Our clients are at the center of each relationship, served by a dedicated team of KFWA professionals. Within your team, a single point of contact ensures that your Wealth Advisor is deeply familiar with your situation, can access the full range of solutions we offer and responds quickly to any needs you may have. We invest alongside you, helping ensure that our interests always remain aligned with yours. We take a multigenerational approach to help prepare the next generation to embrace the opportunities and responsibilities of wealth. At KFWA, your financial well-being is just as important to us as it is to you.