In today's uncertain high risk marketplace, where everything is changing so rapidly, it takes a wealth of knowledge and expertise to keep up.

It's rare to find someone cross-trained in multiple disciplines that can pull it all together into solid actionable advice where all the pieces of the puzzle fit together just right. As an Attorney, Certified Public Accountant, Certified Financial Planner and Certified Wealth Management Advisor, Kurt's breadth of knowledge and experience is expansive.

Kurt's spent more than 24 years training, learning and developing his expertise in dealing with the types of issues his high net worth clients encounter. Investment management, alternative investments, estate planning, taxation, corporate, tax and business law, education planning, retirement planning, buy-sell agreements, generational wealth succession, pension and retirement plans. The list goes on…

Even after all this training and experience, Kurt decided to develop a private team of hand picked advisors who are considered preeminent in their fields to work exclusively with him and his clients.

Kurt understands that no single person is equipped to handle all things for all people. He developed this referral only - private access team because his high net worth clients are better served by having access to a greater wealth of specialized knowledge, solutions, resources and support.

For many people, investing in the financial markets is a mystery, both complex and intimidating. Inexperienced investors often are disappointed because their investments fail to achieve the desired results.

They may conclude that they took too much risk, invested at the wrong time, were ill-advised or simply unlucky. Kurt's investment philosophy is simple and time tested.

Kurt approaches investing by identifying the clients' needs before any investment decisions are made. He helps you to define your financial goals and the time frames for meeting them. And then consider what level of risk is comfortable for you.

If your goals, risk tolerance and time frames are established at the start of an investment program, you greatly enhance the likelihood that your investing will be successful.

• Have A Defined Game Plan
  I operate from the premise that every client should have a defined game plan wherein they know their goals and have an action plan for their achievement.
  

• Peace of Mind

Any sound investment plan must be tailored to the needs and objectives of each client. However, there are some general principles to be followed.

A wealth building & protection strategy must encompass asset allocation and investment diversification. Research suggests that 80-90% of a portfolio's performance can be attributed to asset allocation.

My team and I encourage our clients to develop reasonable expectations rather than forever chasing last month's or last year's highest return. We emphasize a basic, understandable approach to investing for long term goals and we use a variety of investment products suitable to a client's needs based upon their time horizon and tolerance for risk.

Every successful wealth building plan provides peace of mind and we make sure that our clients have a plan that gives them peace of mind.

 

• Use An Investment Process

Step 1: Profiling and Education
In-depth discussion of financial situation, time frame, risk tolerance, goals, and expectations.

Step 2: Asset Allocation
Select an appropriate distribution of assets to maximize growth and income while limiting risk based upon your investor profile.

Step 3: Investment Selection and Management
Selection and implementation of specific investments to coordinate with your asset allocation strategy.

Step 4: Portfolio Monitoring and Review
Performance vs. Indices
Performance vs. Stated Goals
Risk-Adjusted Returns

 

As a private Wealth Management Advisor, Kurt has selected a group of high net worth and ultra high net worth clients who each have $1 million to $177 million in investment assets.

He works with them to design a specific plan to protect their portfolio and other assets from volatility and undue risk, while growing their investments so they can retire early or remain financially independent for the rest of their lives. And, he does it so that they have peace of mind.

*Does not offer legal, tax or accounting services. Always consult your attorney and/or C.P.A. regarding important decisions involving legal, tax and accounting issues.