Become a Client
Our clients represent a diverse mix of accomplished individuals and families nearing or in retirement. They lead busy lives with little time for managing their own wealth. Yet each recognizes the important role that professional guidance and a comprehensive wealth management strategy plays in the pursuit of financial stability and independence.
Each year, we accept a small number of new clients, typically with investable assets of $500,000 or more. This helps to ensure all of our clients continue to experience the level or attention and unparalleled service they expect from the financial professionals at Kersten Wealth Management Group.
To ensure we spend our time together wisely and efficiently for your benefit, we suggest you bring the following information and documents to our initial meeting, as applicable:
- Most recent tax return
- Social Security statements or estimates
- Retirement plan statements – 401(k), IRA, 403(b)
- Pension plan documents or projections
- Most recent investment and savings statements
- Brokerage, mutual fund and annuity account statements
- Anything else you would like to review
If commitment, experience and trust are as important to you as they are to us, it would be our pleasure to guide you toward your financial goals. We invite you to Contact Us at your convenience to schedule a no-obligation consultation.