Founded as a private partnership, Klingenstein, Fields & Co. has operated for over 40 years as an independent investment advisor registered with the U.S. Securities and Exchange Commission. The firm provides comprehensive wealth management services tailored to the needs of high-net-worth individuals, families, and not-for-profit organizations, focusing on long-term capital preservation and appreciation through disciplined investment strategies. Their services encompass investment management, financial planning, and trust and estate services.

Founded in

United States