Kiepe Wealth Management
Our process is centered around you, the client. The most important aspect we consider is your goals and how we can assist you in achieving those goals.
We begin our relationship with a complimentary discovery meeting, where I learn about your current situation and future financial goals. From there, I create a personalized financial plan—a roadmap—to help answer key questions such as: How much money do I need to achieve my goals? Am I on track to accomplish everything I hope to? If not, what steps can be taken to improve my chances?
Frequently Asked Questions
Yes I am. Acting as a Fiduciary means that I must always act in the best interest of my clients. We also abide by the CFA Code of Ethics, the benchmark for professional conduct for investment professionals around the globe.
We are a fee only firm. We get paid as a percentage of assets under management for the portfolios that we manage. Only looking for a financial plan? We also offer the option creating a financial plan for you charging a hourly rate.
Once onboarded as a client you can expect transparency, honesty, and an open line of communication. We will meet at a minimum once a year to review and update your goals and financial plan. Should you ever have questions or concerns between meetings you will always be invited to call me directly.
Like the CFP the CFA is an advanced designation and is considered the gold standard of investment credentials. The CFA Charter is awarded to those who successfully completed 3 rigorous exams that cover topics such as economics, financial statement analysis, and portfolio management.