𝐇𝐚𝐯𝐞 𝐲𝐨𝐮 𝐞𝐯𝐞𝐫 𝐧𝐞𝐞𝐝𝐞𝐝 𝐭𝐨 𝐬𝐞𝐞 𝐲𝐨𝐮𝐫 𝐝𝐨𝐜𝐭𝐨𝐫-𝐨𝐧𝐥𝐲 𝐭𝐨 𝐛𝐞 𝐭𝐨𝐥𝐝 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝐚𝐩𝐩𝐨𝐢𝐧𝐭𝐦𝐞𝐧𝐭 𝐢𝐬 𝐝𝐚𝐲𝐬 𝐚𝐰𝐚𝐲?
That happened to me years ago after a business trip. Despite multiple calls, there were no openings. The experience led my wife and me to explore concierge medicine-and the difference was eye-opening: easy access, personalized attention, proactive guidance, and an elevated standard of care for our family.
That same philosophy inspired how we serve our clients at 𝐓𝐡𝐞 𝐊𝐥𝐞𝐢𝐧 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐆𝐫𝐨𝐮𝐩.
We deliver 𝑐𝑜𝑛𝑐𝑖𝑒𝑟𝑔𝑒 𝑤𝑒𝑎𝑙𝑡ℎ 𝑚𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 to a select group of clients across 38 states-including business owners, law firm partners, corporate executives, and financially independent women. Our proactive, personalized approach helps you make confident financial decisions that align with your life, goals, and legacy.
𝐖𝐡𝐚𝐭 𝐖𝐞 𝐏𝐫𝐨𝐯𝐢𝐝𝐞:
• Wealth Planning
• Fiduciary Investment Management Services
• Access to Private Banking*
• Personal and Business Lending*
• Family Wealth Advice
• Trust & Estate Services
• Mergers & Acquisition Services for Business Owners
Let's build a financial future that's as exceptional as the life you're creating.
𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐮𝐬:
Phone: (847) 564-7139
Email: Benjamin_Klein@ml.com
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
You're Invited to The Klein Wealth Management Group:
Market Update Conference Call
Wednesday, July 16th, 2025, at 4:00 pm (CT)
CFP®, CRPC™, CEPA®, CDFA®
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.
