Managing wealth requires perspective. At The Kass/Freeman Group, we recognize that no two families are alike, which is why our most important job is to appreciate all the intricacies and priorities facing you and your family.
With more than 70 years of collective experience, we begin our process by getting intimately involved with you and your family to better understand your distinctive situation. It is this foundation of understanding that enables us to create highly tailored, sophisticated solutions to address your family’s complex, personal needs. We believe that understanding you and your family is the best place to begin when planning for your financial future: where you are today, where you want to be tomorrow, and what you hope to accomplish along the way.
Although every client has unique priorities, one commonality is that regardless of their goals, they simply do not have the time or inclination to properly tend to their family’s finances. Our value is to serve as the core of your financial team and enhance your life through personalized attention, exceptional service, and knowledgeable advice and guidance so you can focus on what’s most important to you and your family.
Every member of our team brings essential academic, professional, and financial training necessary to serve all your wealth management needs. More important than the intellectual strength and knowledge our backgrounds represent, our collaborative nature and the depth and breadth of our decades of real-world experience helps us tend to a multitude of areas of your financial life, no matter how complex.
How do we help you manage wealth? By tailoring strategies to your unique goals.
At The Kass/Freeman Group, we believe everyone has a financial personality, as distinct as fingerprints. To help you manage your assets and income effectively, we work to understand your approach to money, how you earn and use it, and where you want it to take you. We can offer you strategies that evolve as your life and outlook change. The financial structure we envision for you at 55 will probably be far different than one we help you design at 75.
An emphasis on organization and efficiency
Our aim is to analyze the many key aspects of your financial world, from your income and expenses, to credit and debt, to investments, to how you plan to pass on your wealth. You'll get our opinion on what we believe is working and what areas could be improved. We want you to be able to spend less time worrying about financial details and more time doing the things you love.
What should your tomorrow look like?
In addition to helping you manage your financial picture today, we can help you prepare your assets, income and expectations for tomorrow. Whether you want a more traditional retirement filled with leisure activities, or plan on moving to a new career, a new business or a new land, we can customize investment, income and distribution strategies designed to help support the life you choose. We can also offer advice and guidance on advantageous ways to transfer wealth in your lifetime and beyond.
CFP®, CKP®, CPFA™
CFP®, CIMA®, CPFA™
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.
