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 realize their wealth has grown more complicated than they ever anticipated. We help unwind those intricacies, anticipating opportunities, building a customized plan, and looking ahead to what they want to accomplish. We have the knowledge and insight to tackle the thorniest issues, and a team of veteran problem-solvers ready to do it.
Time. Others come to us because managing their wealth has become time-consuming. Some are eager to make headway on long-intended tasks. Others simply want a stable, reliable team in place, whether to free up their own schedules or to ease the burden for the important people in their lives. We are skilled at giving people back their time, so they can care for the people and things they cherish.
Uncertainty. Some arrive with questions. They may see a significant financial decision on the horizon, or they may have more general inquiries about the direction of their wealth. We bring integrity and honesty to asking the right questions, and to answering them.
To these needs and others, we bring a focused mindset, a readiness to dive into your situation, and a deep appreciation for the trust you 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 meet your obligations today and pursue your ambitions for tomorrow.
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 for a high-achieving clientele we admire and enjoy serving.
Headquartered in Palm Beach, Florida, and Greensboro, North Carolina, we serve clients throughout the United States. High-net-worth individuals, families, and institutions look to us for a different caliber of advice, guidance, and strategy.
We believe a few factors set us apart:
Our Commitment to Quality
We aspire to excellence, and it defines everything we do. It infuses the depth of our strategy, the immediacy of our relationships, the rigor of our analysis, and the precision of our service. The people drawn to our team hold high standards, and we look forward to exceeding them.
Our First-Hand Experience
As wealth grows, its decision points multiply. We advise wealth creators, including senior executives, entrepreneurs, business owners, technology founders, professionals, and significant families. We've seen first-hand what advances their priorities, and what to watch out for.
Our Focus on Athletes and Entertainers
Success in sports and entertainment brings a distinct set of challenges: compressed earning windows, sudden liquidity, complex contracts, and demands on your time and privacy. We help professional athletes, performers, and creative talent turn peak-career income into lasting security, coordinating with agents, attorneys, and business managers so your financial life keeps pace with your career. From managing irregular cash flow to planning for life beyond the game or the stage, we build strategies designed to protect what you've earned and extend it across a lifetime.
Our Emphasis on Planning
Our process is encapsulated in a thorough, highly customized plan for each client. It is a dynamic document, one that reflects your unique priorities and evolving economic realities while driving our recommendations. It is the foundation of everything we do.
Our Diversity of Perspective
We have purposely built a team that brings together different viewpoints, life stages, and strengths. That range of perspective and experience sharpens our thinking and lets us meet clients wherever they are. A harmonious team, we value the unique contribution of every member.
Our Investment in Our Team
Investing in our people is one of the best ways we enhance our value to you. As our bios attest, we pursue extensive education and professional enrichment, and we back it with deep resources in investment management, planning, and service.
Our Achievements
Our Advisors have earned national recognition from Barron's, Forbes, and the Financial Times. That external validation is gratifying because it confirms our original vision: we seek the best in each other so we can deliver a singular experience for the individuals, families, and institutions who entrust their wealth to our care.
We would welcome the opportunity to learn about your priorities and show you what a different caliber of partnership can look like.
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.
