KASE Wealth Advisors is a fully independent Wealth management advisory firm, focused on providing investment and financial planning advice. Our non-biased approach to investing is the foundation of our process to provide suitable solutions to our clients’ unique financial and retirement needs.
We take great care in understanding that every person’s financial situation is different. Our philosophy for wealth planning and investment advice is catered to meet each client’s specific needs - there is no one size fits all at KASE.
With over 25 years of combined experience in the financial industry, we have focused our services to help meet the needs of corporate executives, business owners, not-for-profit organizations, and individuals planning for retirement.
Our planning process is unique from the major brokerage houses as it allows our professionals to take an independent approach to managing our clients’ finances. We incorporate all areas of wealth planning from investments, corporate retirement planning, and income distribution strategies.
We are a boutique firm built to provide an open investment platform through our partnership with Fidelity. We employ a cost structure that allows clients several choices on how their assets are managed at KASE from fee-only to commission based accounts.