Invest in your future with confidence.
An experienced financial advisor can help you navigate towards your retirement with assurance, even through challenging financial markets. Working closely with our clients, we identify long-term goals and create an investment strategy to work towards your success. After implementing your tailored financial plan, clients meet with an advisor every 6 months to review and, when necessary, optimize the plan. Throughout the process, the professionals at Klein Wealth Management provide reliable and thoughtful communication to help clients feel valued and at ease.
We offer a personalized client focused approach.
Klein Wealth Management was founded to provide trusted, objective financial guidance to clients, which may not be present in a large firm. As a Financial Advisor with LPL Financial, the #1 independent broker/dealer in the country,* JJ Klein uses his 23 years of experience to help clients preserve and manage their wealth.
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JJ’s career started at a large investment banking company, specializing in building portfolios for individual and company retirement plans. After the 2008 stock market crash, JJ was disappointed by the involvement of banks and investment firms in the financial crisis. He started Klein Wealth Management as an independent firm offering financial guidance and investment planning to his clients. With experience navigating the 2000, 2002 and 2008 financial markets, JJ believes a disciplined, long-term investment strategy is essential to feeling steadfast through market dips and swings. Note: Read More button reveals bottom 2 paragraphs. Create a Clear Path Toward Your Goals
*As reported by Financial Planning magazine, June 1996 – 2019, based on total revenue.
Let’s work towards your goals–together.
1.
Identify Your Goals
In our first meeting, we listen carefully to help you identify your long-term goals and evaluate your current financial picture.
2.
create a strategy
With your unique goals in mind, we create an investment strategy based on your risk tolerance and structured around low-cost mutual funds.
3.
gain clarity
With a trusted advisor on your side, you’ll feel steadfast (even through changes in the market) as you navigate towards your retirement goals.
Have confidence in your future.
