Kassira Wealth Management, LLC

Kassira Wealth Management serves individual and high‑net‑worth clients, as well as trusts, estates and other business entities, through discretionary asset management and complementary financial planning; the firm reports roughly $136 million in assets under management across about 209 client accounts and two advisors. Asset management clients receive ongoing portfolio supervision and an oral, customized financial plan at no additional charge, and the firm also offers educational seminars and workshops on an impersonal basis.

The firm’s investment process blends fundamental, technical and charting analysis with both strategic and tactical asset‑allocation frameworks to match client objectives across capital preservation, income, growth and aggressive growth strategies. Implementation may include margin and short‑sale techniques and explicitly allows use of derivatives in separately managed accounts—options strategies are generally limited to covered calls and puts—which the brochure notes carry higher risks and are used selectively.

Compared with peers, Kassira is distinctive in acting as a wrap fee program sponsor for its asset management services and in explicitly employing derivatives in separately managed accounts, two features that are statistically uncommon among supported firms. It typically recommends an institutional custodian to access institutional trading and ancillary services (soft‑dollar benefits), bills management fees through the custodian when authorized, and maintains no stated account minimums.