A complete list of active advisors currently associated with Knight and Company Wealth Advisors, LLC
Warmer can help you find a great advisor at Knight and Company Wealth Advisors, LLC or one who fits your needs even better.
Knight and Company Wealth Advisors works with individuals (including high‑net‑worth clients), trusts, qualified retirement plans, charitable organizations and businesses, providing discretionary investment management, participant‑directed retirement plan advisory, and broader financial planning and consulting. The firm also offers limited‑scope projects such as cost basis work, annuity reviews, estate plan design and closely held business consulting as part of its service mix. The firm follows a long‑term, asset‑allocation approach grounded in Modern Portfolio Theory and favors broadly diversified, passively managed asset‑class mutual funds and ETFs—principally funds from Dimensional Fund Advisors, Vanguard and Bridgeway—supplemented by conservative fixed‑income securities when appropriate. KCWA uses portfolio modeling (including Monte Carlo simulation) to set targets, implements buy‑and‑hold strategies with low turnover, and may employ laddered individual bond portfolios via a retained third‑party fixed‑income manager for clients who need separate fixed‑income solutions. What distinguishes KCWA from many peers is its close affiliation with accounting practices: the firm’s principals operate affiliated certified public accounting firms and divide substantial time between advisory and accounting work, and the adviser may coordinate tax and accounting services for clients (clients are not required to use the affiliated firms). This integrated advisory/accounting arrangement is relatively uncommon among similar supported firms and may shape how the firm evaluates tax implications and estate or business‑related planning for clients.
To learn more about the advisors currently working at Knight and Company Wealth Advisors, 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.
You can also browse Knight and Company Wealth Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
San Jose, CA
| 16
| |
Los Altos, CA
| 16
|
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