We're committed to you, your family and your future. View our Financial Services Guide.
As a long-term accumulator of stocks, I engaged KPS Wealth to help me improve the performance of my portfolio. It was badly structured, under performing and expensive to manage. Mark Spicer helped me to determine what I needed the portfolio to achieve, with Tim Klingner executing on my behalf. The performance of the portfolio has improved significantly, with Tim consulting me throughout.
I had the privilege to be guided by Anthony during a very difficult time in my life. Anthony has gone above and beyond my expectations and has been supportive, and extremely knowledgeable in his area of expertise. KPS Wealth has proven to me that they always put their clients needs first. They are very professional, always listens and generally care about you. I have had amazing results and advice from them, particularly Anthony, and would never look any further than KPS for help and support.