customized solutions
for complex needs
Headquartered in New York City with an office in West Palm Beach, Florida, Klingenstein Fields Advisors (KF Advisors) is an independently owned SEC-registered investment adviser that has served high-net-worth and ultra-high-net-worth individuals, families, foundations, and nonprofit organizations since 1989. As a fiduciary, we provide customized wealth planning and investment management designed around your unique goals. We help our clients navigate financial complexity with objective advice and disciplined stewardship.
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your wealth is dynamic
Your financial and personal life evolves over time, and your wealth strategy must evolve with it. Whether you’re managing multigenerational assets, planning for a business transition, supporting philanthropic goals, or preparing future generations for the responsibilities and opportunities of wealth, we develop customized solutions designed to meet your changing needs.
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
Thoughtful advice begins with listening. Your dedicated team takes the time to understand what matters most to you, then leverages our planning, investment management, and experience to develop a tailored strategies to help you achieve your goals.
a client-centric focus
empowering women
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.
