A complete list of active advisors currently associated with Kimery Wealth Management, LLC

Warmer can help you find a great advisor at Kimery Wealth Management, LLC or one who fits your needs even better.

Kimery Wealth Management serves individual clients (including high‑net‑worth individuals) and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm also provides tax‑planning services through a subsidiary arrangement that engages a third‑party CPA. As a fiduciary, Kimery delivers individualized portfolio management and ongoing monitoring, implementing strategies with mutual funds, ETFs, separately managed accounts, third‑party sub‑advisers, and, when appropriate, individual securities. All client assets are managed through the firm’s KWM Wrap Program, with portfolios reviewed and rebalanced based on client objectives, risk tolerance, and market conditions. Distinctive elements include the formal tax‑planning subsidiary operated in cooperation with an outside CPA — an affiliation that is relatively uncommon for comparable team advisers — and the firm’s use of a firm‑wide wrap fee program from which it receives the wrap fees. The brochure also notes that the firm accepts proxy‑voting authority and, for certain retirement plan clients, maintains online access that results in custody of some 401(k) accounts, which may affect operational and oversight arrangements compared with peers.

To learn more about the advisors currently working at Kimery 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.