The subject of account minimums is a sensitive one – proving the widely held opinion that money isn’t always easy to discuss – even for an investment management firm. Tricky as the topic is, however, at KWB we believe it is best to be upfront about all matters, financial and otherwise. When we first started out, we strived to help anyone and everyone who could and wanted to benefit from our services. As we grew, however, we learned that pleasing all of the people all of the time is…well…impossible. We came to the realization it was time to focus.

Over the years we narrowed our focus and fine-tuned our areas of specialization to offer services that best benefit clients who exhibit a serious commitment to long-term investing. The clients we can help the most are those with more complex requirements and high aspirations for a secure financial future. They appreciate the support a knowledgeable and trustworthy advisor can give in helping them stay the course, foregoing immediate gratification to attain far-reaching goals, regardless of market volatility, economic uncertainty and human emotion.

That kind of mutual advisor-investor commitment takes time, effort and ongoing personal attention. If we offered this to everyone, someone would end up disappointed. That’s why our firm has adopted a policy of working with investors who agree to maintain investment account minimums of $100,000 or more. Some of our Wealth Managers have higher minimums, which we will be sure you’re aware of before you schedule an initial consultation.