The KWA Difference
We believe financial planning begins with you.
Our approach is to listen to what matters most to you; so that we can develop strategies and action plans tailored to your specific needs. We realize these plans are more than words on a piece of paper; they are your hopes, goals and dreams. We take great pride in walking alongside you on your journey.
Who We Serve
Simply put, we are people serving people and their personal financial needs. We meet you where you are.
Most of our clients fall in one of these five categories:
New to Financial Planning
Not every person starts from the same place. You may be getting out of college, have student loans and want to build a solid foundation for your future. You may already be in the workforce and looking for a way to retire and live out the life you’ve always dreamed of. We help you get started on your financial planning journey.
KWA helps you build and protect your family wealth legacy. We use our panoramic planning process to understand the hopes, goals and dreams of your family. We use that information to build plans that are centered on you and what you want to accomplish.
You worked hard to position yourself well in your career, maybe even built your own business. Now, the next question is how do you finish strong? You’ve worked hard and built up your nest egg. At this stage we help you finish strong!
A recent study by HSBC showed that on average Americans plan to leave $177,000 to their heirs and the average inheritance in America only lasts five years! KWA works with you to design and develop multi-generational wealth plans to pass your legacy on to future generations.
Business Owners & Entrepreneurs
Business owners and entrepreneurs face unique financial planning challenges. They need advice on how to provide for their families and those who work for them while growing their wealth. KWA is an independent business. We know the challenges that face the business owners we serve. We focus on what we do best so you can focus on what you do best for your customers.
Our Financial Planning Process
Our process begins with… well, a process!
In order to succeed you must have a plan and a process designed with the end goals in mind. We take time to discover what is most important to you by exploring your dreams, goals, fears and the legacy you want to leave to the next generation. We call this our TRAIL System.
The services we provide to each client is relevant to their current goals and their current stage of financial planning. Our services fall into these main categories:
Knight Wealth Advisors has built a culture around listening to the personal needs of the professionals and families we serve. Throughout the years we have heard many people discuss the stress and anxiety associated with managing their retirement savings. We recognize the need for personalized retirement planning guidance and have developed the Tactical Retirement Asset Management (TRAM) Strategy to assist our clients with their planning needs.
Asset Management Services →
Many investors confuse portfolio volatility and risk. These are two completely different topics. Knight Wealth Advisors listens to clients to learn what matters most to them. We realize in life there are things that we can control and things we cannot. The things we cannot control in life are the true risks to your financial plan. We’ve developed and refined a risk management process to help with the things we cannot control.
Risk Management Services →
Foundation & Institutional Money Management
Knight Wealth Advisors provides a variety of ways to help charities, non-profits, and institutions manage their assets. Our Foundation and Institutional Money Management services utilize our Tactical Retirement Asset Management along with our stock selection strategies. These systems provide a rules-based approach to money management and further provides the board of directors for non-profit organizations and institutions the ability to invest a portion of their assets into markets with a defined management strategy.
Foundation & Institutional Money Management →
Panoramic and 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. Additionally, we help design plans that allow you to pursue your true lifelong occupational passions and realize your recreational dreams while leaving a lasting legacy to the next generation.
Panoramic and Dynamic Financial Planning →
Knight Wealth Advisors realizes that not every person’s TRAIL starts from the same place. Every person’s background is different and unique. We start where you are to develop plans to take where you want to be. Everyone’s TRAIL is personal to them and must be designed to work with their resources.
Getting Prepared →
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
Raymond James financial advisors may only conduct business with residents of states and/or jurisdictions for which the are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for he content of any website or the collection or use of information regarding any website’s users and/or members.