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
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 provide a personalized plan designed to meet your 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: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
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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.