Investment Strategy: Where You Are Now vs. Where You're Headed
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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About KOM
We are an independent Registered Investment Advisory Firm offering a distinctive approach to wealth management. Together, through a consultative process, we learn the details of your unique financial picture so we can construct and deliver a tailor-made plan along with your personal financial checklist. Our experienced team of professionals fully evaluates your situation to create a personal plan that integrates your investments, tax reduction strategies, retirement income solutions, and family wealth planning. Striving to deliver practical, executable solutions is our goal.
Our founding Partners of KOM Wealth Management Group, have spent their careers helping families achieve their financial goals using a personalized, custom approach. Their broad area of expertise enables them to provide sensible guidance that spans a wide range of complex financial issues.
Practice Partners
C. PETER KERNTKE CFP®, MS
Senior Partner and Individual Securities Specialist
JAMES M. MCGLONE CFP®, MSFS
Senior Partner and Chief Compliance Officer
R. MICHAEL OTTO CFP®, MBA
Senior Partner and Managed Equities Specialist
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.
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5 Year-End Tax Planning Opportunities
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