building a strong foundation through

Legacy Planning

New to Financial Planning

Wealth Building

Pre-Retirement & Retirement

Legacy Planning
Business Owners & Entrepreneurs

Those That Want To Build

A Multi-Generational Wealth Legacy

We’ve all heard about the great American family dynasties; the Rockefellers, the Vanderbilts and the Waltons have all amassed great legacies.  America provides the greatest opportunities for families to build legacies that last. According to a recent report published by Forbes, there are 18.6 million millionaires living in the United States. Some of these are first time millionaires and some have inherited their wealth legacy over time. Knight Wealth Advisors works with you to help build your family wealth legacy.

A recent study by HSBC showed that Americans on average plan to leave $177,000 to their heirs. That is the sixth highest country out of 15 countries that were surveyed. Even more striking, the average inheritance in America only lasts five years.

Knight Wealth Advisors works with you to design and develop multi-generational wealth plans to pass your legacy on to future generations.  Whether you want to pass money to your children and grandchildren or want to provide for varying philanthropic causes we work to develop a plan that’s right for you.

We help clients with:

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Collaborating with your attorney to develop and implement your trusts.

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Structuring and implementing planned gifts or trusts to loved ones so that you can see your heirs benefit from the gifts.

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Providing a steady stream of retirement income while also positioning the assets for growth.

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Creating solutions for specific needs-based situations for your heirs (college or just getting a head start on life).

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Preserving your assets in the event of a long-term care (LTC) event.

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Educating the next generation about your wealth legacy. We feel if the next generation knows and understands what you want to achieve, they will be responsible with the assets and pass them along to future generations.

Take the Next Step Toward Financial Planning with KWA

Where Will Your T.R.A.I.L. Lead?

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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