Overview

Kobo Wealth Strategies

Information by Research TrustFinance

https://www.kobowealthstrategies.com/

Kobo Wealth Strategies, LLC is a Bellevue, Washington-based independent wealth management firm that operates on a fee-only basis. The company's stated mission is to help clients build and protect their wealth, simplify the complexities of their financial lives, and have confidence in the future. As a fiduciary, the firm is obligated to act in its clients' best interests, offering services that include personalized financial planning, investment management, and retirement planning.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service