Our Process

Knight Wealth Advisors has Knight Wealth Advisors’ processes define our financial planning approach.

Our approach centers on You!

Our process begins with…well a process! We believe that in order to succeed you must have a plan and a process designed with the end goals in mind. An old adage says, you wouldn’t start building a house without a plan, would you? Our processes are the step-by-step guides to helping you build your family’s wealth plan. They guide us in every aspect of what we do from our very first conversation. We take the time to learn what is most important to you, what your greatest fears are and what legacy you want to leave.

Our investment process is designed to help clients reach their goals. We work with you to create strategies that fit your lifestyle. The following principles guide our decisions as we develop and implement your personalized plan.

Our Guiding Principles

Financial planning can be a complex topic and is different for each individual and family.  Knight Wealth Advisors has developed guiding principles to help you navigate financial matters so you can live well and leave a legacy for the next generation.

The KWA Process

KWA follows a consistent and dynamic investment process:


  • Get to know you and your family
  • Understand your goals, obstacles, and preferences
  • Gather documentation
  • Determine potential risks


  • Introduce our investment philosophy
  • Explain the investment process
  • Understand what you own and why you own it
  • Define risk and show our tools to manage it


  • Transition your current investments into our processes
  • Determine which risk management tools we need to use
  • Prioritize implementation of risk management tools
  • Establish links to outside resources
  • Set up communication channels
  • Provide training on technology to make your life simpler and more organized


  • Review progress toward the action plan designed for you in an annual progress meeting
  • Adjust investments in accordance with our process
  • Maintain a dialog about important life changes
  • Help you navigate your financial journey

All our processes can be summed up as

People Serving People.

We invite you to experience the Knight Wealth Advisors difference.

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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