A complete list of active advisors currently associated with KB Private Wealth Management Group

Warmer can help you find a great advisor at KB Private Wealth Management Group or one who fits your needs even better.

KB Private Wealth Management Group advises individuals (including high‑net‑worth clients), trusts, estates and business entities, offering discretionary asset management and a comprehensive portfolio management service that combines investment management with financial planning and consulting. The firm manages roughly $8.5 million for a small roster of clients and charges advisory fees based on a percentage of assets under management, consistent with common practice among independent advisers. Portfolios are tailored to client objectives and are continuously monitored and rebalanced; the firm uses a mix of analysis methods — including fundamental, technical, quantitative, cyclical and sector analysis — and implements asset allocation strategies ranging from strategic to tactical and core‑satellite. Fixed‑income management emphasizes duration constraints and periodic rebalancing, and the firm may make both long‑ and short‑term purchases according to market conditions and client needs. Distinctive to this adviser is that the firm’s managing member maintains an affiliated accounting practice and holds a real estate broker license, providing tax preparation/accounting and independent real estate services under separate engagement agreements and with disclosed conflict‑of‑interest procedures. Those dual affiliations — uncommon among independent firms of this size — are specifically disclosed in the brochure and the firm describes safeguards (separate agreements, client choice, and custodial controls) to address potential conflicts.

To learn more about the advisors currently working at KB Private Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.