Kimery Wealth Management
About the Business
Kimery Wealth Management is a private investment advisory practice dedicated to helping individuals, families and nonprofits preserve and grow their wealth. We employ sophisticated strategies that are tailored to meet the unique needs and goals of our clients. Our experienced team provides sound advice and expertise to ensure that your financial future is secure.
Our services include family wealth advising, institutional consulting and asset management. We monitor markets carefully and use advanced portfolio design techniques, as well as tax-advantaged investing, to provide the most suitable financial solutions for our clients. We also offer ancillary services such as trust and estate planning, retirement planning and philanthropic consulting.
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