Mission

To ensure our clients achieve their family, charitable, professional and financial goals.

Vision

We believe our work is about more than just managing money. As financial advisors and investment managers we understand you see your wealth not simply for what it is, but for what it can be. Assuming the role of your family CFO, we will become a trusted advisor to you; a partner who will work tirelessly to ensure you make a difference in the lives and organizations which matter most to you.

Values

The Certified Financial Planner ® Board of Standards established seven core principles which are required in a successful, client-centric, practice. At KGWP, the first principle, Integrity, is the one we value most. We promise to always help you evaluate decisions objectively, to provide you with honest advice and be professional in our dealings with you and your other advisors.  As a fiduciary we will always place your interests before our own.