| Advisor Profile |
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Disclosure Link:
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| Disclaimer |
| Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.FINRA.org www.SIPC.org
The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Fl, PA, TX, AL, LA, MA, NJ, NY,OH.
Security Registrations are held through LPL Financial. |
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About Kalisch Wealth |
KPW's wealth management model encompasses a multidisciplinary approach towards financial planning. Our ideal clients are physicians and affluent families that want to gain control of their financial lives, keep more of what they earn, and expose themselves less to litigation risk, taxes, and under-performing investments.
Our firm's mission is to empower our clients by providing independent and objective advice. We strive to build strong relationships with our clients throughout the consultative process. Our best clients understand that comprehensive planning is a continual and dynamic process, and value unbiased and independent advice above all else.
KPW prides itself on having a unique understanding of the complexities, challenges, and rewards, doctors and affluent families face. Through our multidisciplinary approach, we work closely with clients on their journey towards successful, long term financial success. |
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General Information |
| Years of Experience in Financial Services: |
14
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| States Licensed in: |
(AL, FL, LA, MA, NJ, NY, OH, PA, TX)
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| Name of Custodial Firm: |
LPL Financial
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| Number of Years with Current Firm: |
10
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| Name of Broker/Dealer: |
LPL Financial
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| Advisory Services Provided: |
Financial Planning for Individuals, Education Funding and Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Insurance Planning, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MBA-Duke University, CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 7, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Annuity
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Frequently Asked Questions |
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| Q. |
What are your qualifications? What is your education background? |
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We believe comprehensive planning is a continual and dynamic process that requires appropriate due diligence, customization, and ongoing monitoring. |
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How many clients do you currently manage? |
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Fee-Based compensation based on household asset size |
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How much risk should I be willing to take? |
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This depends on each client's individual investment objectives, financial status, and risk tolerance among other important considerations |
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Have you ever been charged with any breaches? |
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What services do you offer? |
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Our mission is based on the idea that delivering unbiased, independent advice can help clients make more informed, conflict-free decisions. |
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Why should I choose you as my financial advisor? |
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Master's in Business Administration (MBA)- Duke University, Fuqua School of Business
CERTIFIED FINANCIAL PLANNER? professional |
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How do you charge for your services? |
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Wealth Management, Investment Management, Estate Planning, Retirement Planning, College Planning, Insurance & Risk Management Planning |
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