Proud to be a national award-winning advisor

I am very proud to be a Forbes Top Next-Gen Wealth Advisor in 2024. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Meet the team

Andrew Kloess team

Learn more about Andrew Kloess

Andrew Kloess bio photo

Andrew Kloess, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director
Aimee Kelly bio photo

Aimee Kelly

Senior Investment Associate

Bulletin Board

Latest Insights

European flags in front of headquarters

Europe: Filtering out the noise

The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.

Read more