Kimery Wealth Management is an independent financial services firm dedicated to helping individuals and families achieve their long-term financial goals. Operating as a fiduciary, the firm is legally and ethically bound to act in its clients' best interests. Their services encompass personalized financial planning, investment management, and retirement strategies. The firm's process involves an initial discovery meeting, followed by strategy development, implementation of the plan, and continuous monitoring and review to adapt to life's changes. They are affiliated with LPL Financial, which provides them with access to a wide range of investment products and technology.

Founded in

United States