A complete list of active advisors currently associated with KB Wealth Management, LLC
Warmer can help you find a great advisor at KB Wealth Management, LLC or one who fits your needs even better.
KB Wealth Management serves individual and high‑net‑worth clients as well as corporations and other business entities, providing tailored financial planning, ongoing portfolio management, and retirement plan consulting. Services include written financial plans and implementation of investment strategies for both personal accounts and qualified retirement plans. The firm constructs portfolios using asset allocation, fundamental analysis, and modern portfolio theory, with ongoing monitoring and rebalancing guided by each client’s goals and investment policy parameters. Investment management is delivered primarily on a non‑discretionary basis, with the firm contacting clients for authorization before executing trades. KB Wealth Management’s focus on retirement plan and pension consulting — including ERISA 3(21) fiduciary services, model portfolios for participants, plan benchmarking, investment policy statement development, and participant education — is atypical for firms of its type. The firm manages approximately $12.3 million in client assets across a small client base, occasionally recommends subadvisors, and uses Charles Schwab as custodian.
To learn more about the advisors currently working at KB Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bloomfield Hills, MI
| 19
|
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