Happy New Year

As we look forward to the upcoming new year, Klingenstein Fields Advisors would like to wish everyone a joyful time spent with loved ones!  

We are grateful for your continued partnership with us for it is your partnership that gives us the opportunity to exercise our passion for investment management and wealth planning.  A simple thank you does not do justice to the gratitude we hold for our friends, business partners and clients.  Even so, during this period of reflection, we thank YOU for the opportunity to serve as your trusted advisor. Though our business is a humbling one indeed, we wake up each day energized by our commitment to working towards the best investment solutions for each of your unique planning needs.

Thank you to our friends for your loyalty through the years.  Thank you to our business associates for your ongoing collaboration.  Most of all, thank you to our clients for your enduring trust. 

We look forward to working with you in the coming year to help you achieve your goals now and in the future.

Wishing you a very happy and healthy start to your new year!


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.