Updated November 20, 2023
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Kimery Wealth Management, LLC

Investment Advisor Firm
Total assets under management$307M
Years in business7+

About Kimery Wealth Management, LLC

Kimery Wealth Management, LLC is a privately owned investment advisory practice that offers specialized services in family wealth advising and institutional consulting. With a focus on individuals, family groups, and nonprofits, they provide highly personalized financial strategies designed to preserve and grow wealth conservatively over time.

The company prides itself on delivering comprehensive insights and relevant expertise to its clients. They offer sophisticated investment strategies tailored to match the intricate goals and needs of each individual or organization they work with.

Kimery Wealth Management aims to instill confidence in its clients, providing them with the tools and knowledge necessary to do more with their finances. Their approach can be summarized by three key principles: Plan, Preserve, and Prosper.

By creating customized financial plans, Kimery Wealth Management ensures that clients have a clear roadmap toward their financial goals. Through conservative investment strategies, they prioritize preserving wealth for long-term stability. Lastly, they strive to help clients prosper by offering comprehensive insights and expertise that align with their unique objectives.

Overall, Kimery Wealth Management offers a professional yet approachable outlook on financial advisory services. Committed to personalized strategies and client satisfaction, they aim to empower individuals, family groups, and nonprofits to achieve their financial aspirations.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Advising
  2. Financial Strategies
  3. Investment Strategies

More about Kimery Wealth Management, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2882294

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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