A complete list of active advisors currently associated with Klimax Wealth Management, LLC
Warmer can help you find a great advisor at Klimax Wealth Management, LLC or one who fits your needs even better.
Klimax Wealth Management, LLC is an independent, single-advisor registered investment adviser that serves individuals, high net worth clients, trusts, charitable organizations and pension/401(k) plans. The firm offers financial planning and consulting services alongside non-discretionary investment management, generally allocating client assets among mutual funds, exchange-traded funds and individual stocks. The firm provides advice on a primarily non-discretionary, fee-only basis, meaning clients retain final implementation authority while Klimax Wealth makes recommendations and conducts ongoing oversight. Portfolio analysis and monitoring use Morningstar Report Studio, and clients receive regular account reviews plus quarterly reports summarizing activity and performance. What is distinctive for a solo independent adviser is Klimax Wealth’s active work with pension and 401(k) plan clients and its provision of plan-level consulting in addition to individual portfolio management. The firm also does not custody client assets or vote client proxies and reports no outside business affiliations, reflecting a compact advisory-only operating model.
To learn more about the advisors currently working at Klimax 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 |
|---|---|---|
Metuchen, NJ
| 24
|
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