What Is Wealth Management?
Our wealth management service simplifies the way to grow and protect wealth.
We want our clients to take control of their time to focus on life’s highest priorities.
Our investment philosophy takes a globally balanced approach that relies on proper asset allocation and low-cost investing. We believe in the markets and aim to take a proactive rather than reactive approach to investing.
Fee charged as a percent of assets managed by Kālā Capital
Includes 3 initial planning meetings and 2 annual reviews
Wealth management fee can reduce planning fee
Schedule a time to meet with the team for more information