Our story and services
Successful people, partnerships and families have goals and aspirations that drive their personal and professional success. Parents want to create better opportunities for their children, a child wants to rise above the success of their parents, and a business owner or executive wants to create an environment that motivates employees to achieve results for the organization. The list of unique driving forces is endless, but all have one thing in common—the desire to make the best decisions in pursuit of goals. Some key challenges are to consider the range of options, make well informed decisions, execute effectively and prepare for unlikely or unexpected outcomes.
The Kallenekos Marino Group has over 60 years of combined experience servicing executives, business owners and their families who want to make effective decisions in the pursuit of their goals. Our process involves understanding and updating our clients’ needs and objectives through a thorough and continuous discovery process.
Your equity compensation can play a significant role in your overall financial picture. As your financial advisor, we help align your equity compensation strategy with your broader financial goals. Our aim is to help you preserve and grow your wealth, connecting you with the resources you need when you need them.
The specific experience of each member of our team is put to work for our clients in the following areas: executive compensation strategies and benefits, estate planning services and charitable giving, tax- and cost-conscious investment management, retirement planning, wealth planning, client service and relationship management.
