Who We Serve
Wealth Building
New to Financial Planning
Build and Preserve Your Family Wealth Legacy
Knight Wealth Advisors places an intense focus on helping you build and preserve your family wealth legacy. We use our panoramic planning process to understand the hopes, goals and dreams of your family. By taking time to get to know you, we build plans that are centered on you and what you want to accomplish.
As Part of Our Process
We Work With You To:
Analyze the qualities of the lifestyle you desire and develop targets to allow you to achieve it.
Determine how much and possibly more importantly how to save for retirement.
Collaborate with your tax advisor to incorporate tax planning into your overall plan.
Evaluate and review your existing savings and investment plan to see if you are on track to meet your goals.
Utilize our investment management strategies: Tactical Retirement Asset Management (TRAM) and our quantitative stock selection strategies.
Remove the emotion from investing by providing a rules-based management approach to your investments.
Build and maintain a working cash flow plan to keep your personal finances on track to meet your goals.
Develop a plan to reduce and eventually eliminate your debt so that you can achieve financial freedom.
Review and evaluate your risk exposure and then develop a plan to address any gaps that exist.
Work with your attorney to create a lasting wealth legacy transfer plan.
Take the Next Step Toward Financial Planning with KWA
Where Will Your T.R.A.I.L. Lead?
Services We Provide
Stages of Financial Planning
84 Plantation Dr.
Paducah, KY 42001
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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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