It Takes a Team

“Talent wins games, but teamwork and intelligence win championships.” 
—Michael Jordan

Wealth is about more than money. It represents past accomplishments, hard work, and success. It helps you achieve your future dreams, whether you wish to leave a lasting family legacy, fulfill cherished philanthropic goals, or other objectives. Your wealth goals are unique to you, and the bottom line is that you want every aspect of your wealth to be well-cared for, including:


  • Day-to-day cash flow needs
  • Wealth planning
  • Investment management
  • Trust and estate considerations
  • General questions and service


At Klingenstein Fields Advisors (KF Advisors), we believe a coordinated team of talented specialists is the key to serving as an effective long-term steward for your wealth. Your primary relationship contact serves as your quarterback, working with investment, planning, operations, and service professionals to address your comprehensive wealth needs. In addition, you have access to all the expert resources of KF Advisors whenever you need it.


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.