customized solutions
for complex needs

your wealth is dynamic

As your needs and circumstances evolve,
Klingenstein Fields Advisors is your trusted wealth partner – now and for the future.

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Across several generations, Klingenstein Fields Advisors has built an exceptional team – a team with the insight and knowledge to help you manage your wealth. Everything we do is focused on your needs, using a client-centric approach to build an effective plan that addresses your short- and long-term cash management, asset preservation, and growth requirements.

we are passionate about what we do

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Leveraging our generations of experience managing the wealth of our founding families, we apply our insight and high-touch service through dedicated teams and low client to advisor ratios to help every family we serve. Helping you realize your goals drives our customized solutions.

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how we work with you

an enduring
wealth plan

We develop a complete picture of your purpose and objectives that considers your current assets, ownership structures, tax status, concerns, and preferences.

your customized
portfolio

Our collaborative, research-based approach delivers disciplined and consistent investment management using a full range of traditional and non traditional investments.

disciplined
investment
management

Your portfolio is tailored to your unique goals while incorporating the best thinking of KF Advisors’ most senior investment and planning professionals.

your trusted
partner & team

We are structured to remain independent, so we can continue to serve your family today and for decades to come.