KM & Associates
Your path to wealth is your own. You know the decisions you have made, the sacrifices you have undertaken, and the sheer time you have invested to arrive where you are today.
At KM & Associates, we appreciate the singularity of your situation—both where you are now and where you want to be in the future.
Clients come to us for a few different reasons:
- Complexity. Some clients realize their wealth has become more complicated than they ever anticipated. We help them unwind the intricacies of significant wealth, anticipating opportunities, creating a customized plan, and looking ahead to what they want to accomplish. We believe we have the knowledge and insight to tackle the thorniest issues, unleashing our team of veteran problem-solvers.
- Time. Other clients come to us because managing their wealth has become time consuming. Some are eager to make headway on long-intended tasks. Others want a stable and reliable team in place, either to free up time in their own schedules or to ease the burden for important people in their lives. We’re skilled in manufacturing time in people’s lives, helping them take care of the people and things they cherish.
- Uncertainty. Some clients come to us with questions. They may foresee a significant financial decision on the horizon. Others have more general inquiries about the direction of their wealth. We offer integrity and honesty in asking—and answering—the questions they want to address.
To these needs and others, we bring a focused mindset, a readiness to dive into each client’s situation, and an appreciation for the trust clients have placed in us.
To speak with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We welcome the opportunity to speak with you.
Your wealth represents your hard work and your hope for the future. It helps you fulfill your obligations and give flight to your ambitions.
At KM & Associates, we never lose sight of the trust you have placed in us. We built our team with a specific vision in mind: to be the preeminent wealth management team to a high achieving clientele whom we like and respect.
Headquartered in Palm Beach, Florida, and Greensboro, North Carolina, we serve clients in diverse locales throughout the United States. High-net-worth individuals, families, and institutions look to us to deliver a different caliber of advice, guidance, and strategy.
We believe there are a few factors that set us apart:
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Our Commitment to Quality. We aspire to excellence. If there is a "secret sauce," that is ours. We don't simply pay lip service to this ideal. It infuses the depth of our strategy, the immediacy of our relationships, the rigor of our analysis, and the precision of our service ethic. The people who are attracted to our team have high standards. We look forward to exceeding those expectations.
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Our First-Hand Experience. As the scale of wealth intensifies, its decision points become more numerous. Our team offers the benefit of knowledge and insight gained from advising an accomplished clientele. We advise wealth creators—senior executives, entrepreneurs, business owners, entertainers, technology founders, professionals, and significant families. We've seen first-hand what works in advancing their priorities—and what to watch out for.
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Our Emphasis on Planning. Our wealth-management process is encapsulated in a thorough, defined, and highly customized plan for each client. A dynamic document, this plan is the foundation of our work. It reflects changing conditions—a client's unique priorities, as well as evolving economic and geopolitical realities—while also driving our recommendations
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Our Diversity. We have purposely structured our team to accommodate different viewpoints and life stages. We are diverse by race, ethnicity, age, gender, and geography, as well as our strengths and skills. A harmonious team, we appreciate the unique contributions of each of our team members.
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Our Investment in Our Team. Investing in people is one of the best ways we can enhance our value to clients. As our bios can attest, we have engaged in extensive education and professional enrichment, demonstrating our commitment to our craft. We have also invested in the organizational capacity of our team, with significant resources in investment management, planning, and service.
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Our Achievements. Our team culture embraces high standards. Our Advisors have earned national recognition by Barron's, Forbes, and the Financial Times. This external validation is gratifying in that it confirms our original vision: We seek the best in each other so that we can deliver a singular experience for the individuals, families, and institutions who have entrusted their wealth to our care.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
