As a recognized authority (CFA®, CFP®, published author) in the areas of security analysis, investment management, and philanthropic services, Klein Wealth Management puts its knowledge base to work for affluent individuals, retirees, corporations, and private foundations. Our commitment as portfolio managers and advisors is to provide client-tailored financial insights and education.
At Klein Wealth Management, we are dedicated to providing our clients with comprehensive wealth management services. We dive deeply into questions of importance and are passionate about creating truly valuable solutions. We seek to make a meaningful impact in the lives of each of our clients.
Information and advice—the right kind shared at the right time in your life—can help you reach your goals with potentially greater success than you thought possible. And the more sophisticated your financial life is, the more critical this information and advice becomes. Our approach, coupled with HighTower’s vast investment resources, research, and access, provides our clients a wide-ranging level of service.
Klein Wealth Management operates as a wealth management team within HighTower Advisors, a financial services company comprised of over 190 advisors across 32 states. HighTower advisors and their clients benefit from the collective wisdom and shared experience of this diverse advisor network.
Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 445 Broad Hollow Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- financial planning, retirement planning, wealth management, philanthropic planning, endowments/foundations, family & generational planning, estate planning, insurance planning.
- HQ
- Melville, New York
Klein Wealth Management At Hightower Questions
Klein Wealth Management At Hightower's website is https://www.hightoweradvisors.com/team/klein/overview
Klein Wealth Management At Hightower's LinkedIn profile is https://www.linkedin.com/company/klein-wealth
Klein Wealth Management At Hightower has
1 employees.
View email and phone details for 1
employees at Klein Wealth Management At Hightower.
Klein Wealth Management At Hightower's industry is
Financial Services
Klein Wealth Management At Hightower's top competitors are
Horizon Kinetics Llc,
Marsh,
Aline Wealth,
Arrow Search Partners.
Klein Wealth Management At Hightower's categories are Financial Services
Klein Wealth Management At Hightower's founding year is 2013
