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
... Read more.
Read less.
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 college requires 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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
December Investment Perspectives
Find out which sectors stand to benefit post-election, the tax-loss harvesting opportunities in December, and prospects that lie ahead for the market.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Office Information
Phone:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.