Happiest of Holidays
As the holiday season kicks into high gear and the New Year approaches, Klingenstein Fields Advisors would like to wish everyone a joyful and peaceful time with friends and family and express our deep appreciation for choosing us as your trusted advisor.  
We will do everything we can to continue to earn your confidence and faith, working always to exceed your expectations. During this busy time, we encourage you to reach out to us with any year end questions you may have regarding your portfolio or transactions you would like to make before the year ends, such as charitable donations or individual gifts to family members.  

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.