Our Team
Our History and Approach Based in Washington DC, KF Wealth provides investment management services to high net worth private investors, trusts, and business owners. We work with clients, their families, and their professional advisors providing specialized advice and guidance on the entire wealth management process.Our team has four decades of combined experience. We invest time to learn about you, your family dynamics, and your legacy intentions. Operating as a boutique advisory team within Janney Montgomery Scott , we provide holistic solutions driven by your own personal life and legacy objectives. We collaborate with your professional advisors including your CPAs and tax and estate attorneys to ensure that our planning strategies are aligned with your tax and legal structures. Our primary objective is to help families maintain their lifestyle pre and post retirement. We provide guidance on the investment management process based on personal objectives, proper risk control, and fee transparency. It is our intent that we can help simplify financial complexity surrounding managing your assets, liabilities, and estate planning strategy. Drawing from the resources of Janney, we provide advice around: • Investment Management• Pre and Post Retirement Planning• Family Transitions• Executive Decisions• Insurance Planning• Estate and Legacy Planning• Philanthropy and Charitable Gifting
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.