Foundation & Institutional Money Management
Panoramic & Dynamic Financial Planning
Knight Wealth Advisors has developed and refined a panoramic and dynamic financial planning process. Our approach centers on You! We take time to listen to you so that we can learn what matters most. We love to help people plan for family milestones such as retirement, college, and quality time with grandchildren to name a few. We find joy in helping the families we serve to pursue their true lifelong occupational passions and realize their recreational dreams while building a lasting legacy for the next generation.
Our Risk Management Approach
Once we know where you want to go, we determine the things in life that can be controlled as well as those that cannot. Many people plan as if life is a straight line, but we all know that life is an adventure full of twists and turns. Our risk management approach is designed to explore the curves ahead on the trail. We anticipate the things in life that cannot be controlled and develop an action plan to assist you during those troubling times. When combined, we call our planning process the TRAIL (Targets Resources Assess Implement Legacy) System.
The best-designed plans are just words on paper if they are never deployed. Our team walks alongside you on your financial TRAIL. We are with you each step of the way as we implement your plan. Annually we review the plan to make sure you are on the TRAIL or to determine if the TRAIL has changed.
Knight Wealth Advisors has developed a network of professionals with which we can work to help you with your overall planning needs.
What is the Targets Resources Assess Implement Legacy (TRAIL) System?
The TRAIL System Focuses on What We Call the “Three D’s”
- What do you want to accomplish?
- Where do you want to go?
- What’s important to you?
- Who are we doing this for?
- How will we get you there?
- What services are the best fit for you?
- What are your major areas of concern?
- How can we control those areas of concern?
- Comprehensive financial and legacy planning
- Cash flow planning
- Risk assessment and planning
- Ongoing exceptional service
- Sounding board for friends and family regarding their concerns and planning needs
- Tools to continue the TRAIL to the next generation
- Building lasting relationships
Services We Provide
Stages of Financial Planning
Monday - Friday
8:00AM - 4:00PM
Securities offered through Raymond James Financial Services, Incl, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services
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