services

Helping clients build and preserve their financial wealth.

Wealth Management

Wealth Management

Kline Capital Management (KCM) is a world class provider of wealth management solutions for high-net-worth individuals, their families and foundations.

We view the wealth management process holistically and consider Investment Management to be a critical component of the Wealth Management Strategy.


Our objective is to help clients build and preserve their financial wealth.
We achieve this through:

  • Creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance.
  • Providing access to innovative investment ideas and opportunities.
  • Developing customized investment strategies.
  • Helping to identify your financial issues and goals and working with you to establish a plan for success.
  • Offering a full array of wealth management services, including private banking and trust and estate services, as described below.

Our Wealth Management Services Include:
Service Description
Estate Preservation exploring actions that could lower tax liability
Education Funding planning to adequately fund college decisions
Stock Option Planning & Strategies being proactive and flexible may reduce tax liability (including AMT)
Retirement Planning illustrative projections to assist with retirement options
Insurance Planning & Risk Management protecting your family and estate
Cash Flow Management define requirements to achieve financial goals
Tax Planning  
Strategic Asset Allocation Our process balances investment opportunities across geographies and among a wide range of asset classes. We employ an approach to asset allocation based on a robust quantitative framework that measures the trade-offs between risk and return. This enables us to provide the appropriate level of portfolio diversification. Throughout the year, we may recommend tactical shifts within a portfolio in order to capitalize on current investment opportunities.
Portfolio Construction & Rebalancing We develop a thoughtful, step-wise plan to implement the asset allocation best suited to a client’s needs. Taking into account current market conditions and economic trends, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments.
Strategic Planning We evaluate each client’s needs and preferences by determining spending and lifestyle requirements, anticipated large capital expenditures, philanthropic interests and desire for generational wealth transfer.

To learn more about our Wealth Management Services, please contact us.

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Upcoming Events

We participate in and host a number of workshops, seminars and conferences as part of our mission to educate clients and provide them with the necessary resources to help them succeed in today's financial market. View Event Schedule

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