Our Philosophy
As an Independent Registered Investment Advisory Firm, we provide a distinctive approach to wealth management. Through a consultative process, our seasoned team of professionals assesses your circumstances to develop a personalized and tailored plan. A plan that encompasses your investments, tax minimization strategies, retirement income solutions, and family wealth planning. Our aim is to deliver sensible, actionable solutions that align with your unique financial goals and aspirations.
Our founders and partners of KOM Wealth Management Group have dedicated their careers to assisting clients in reaching their financial objectives. The breadth of our expertise allows us to offer sound advice on various intricate financial situations.
Our Services
WEALTH ACCUMULATION
Whether you desire to buy a business, a vacation home, are saving for education expenses or working hard toward a self sufficient retirement, we can recommend an investment strategy that reflects your individual investment needs.
TAX MANAGEMENT
We take a proactive approach to tax planning and will work directly with your tax advisor to effectively manage your income taxes. We can even help you develop charitable gifting strategies.
RETIREMENT INCOME STRATEGIES
Our goal is to help you to maintain your current standard of living throughout your retirement years. By continually evaluating risks and opportunities we work hard to provide to you the confidence to live out your retirement dreams.
RISK ASSESSMENT & WEALTH PRESERVATION
We take the time necessary to thoroughly understand your objectives so that we can properly tailor your individual risk parameters. We all know life is full of surprises. We help you to prepare for the unexpected.
