KLK Wealth Solutions Group

Welcome to our website

Good, solid, customized wealth management planning isn’t rocket science. But, it does eat up the most precious commodity of all; your time. Our goal is to lift the frustration and time consumed worrying about your family’s financial well-being from your shoulders and put it squarely on ours. Using broad-based experience and state-of-the-art planning techniques along with the backing of a professional, full-service organization, we can help you build and preserve the wealth that will allow you to sleep well at night while living your dreams during the day.

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Investment philosophy

On a high level, our investment strategy is simple. Based on your own risk tolerance and investment time horizons, we determine the percentage of your assets that should be in low volatility, income producing securities and the percentage that should be invested in growth oriented equities.

In the fixed income arena, we favor the use of bond funds rather than individual bonds.

In the growth arena, we are fee-based and invest our clients using a methodology that combines fundamental macro-economic analysis from RBC Wealth Management’s world class analysts, and quantitative modeling, to produce an integrated strategy that takes advantage of sectors we believe are in a long term uptrend.

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Approach to wealth management

At KLK Wealth Solutions Group, we firmly believe that an investment strategy is not just about the individual investment choices made. Equally important to achieving your financial goals is the construction and maintenance of a comprehensive wealth management plan. That is why, in addition to our investment services, we construct and maintain wealth management plans for all of our clients. These plans use the latest theory and technology and help us determine how attainable our clients’ goals are. If the base plan doesn’t have a high probability of success, we know the “knobs” we need to turn to bring that probability up. In short, our goal is to make sure you meet all your needs while never running out of money. Our process includes:

• Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives
• Gathering Your Current Financial Information — Together, we gather specific information on your financial picture
• Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
• Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives, drawing from a wide election of world-class products and services.
• Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.