Who We Serve

Wealth Building

New to Financial Planning

Wealth Building
Pre-Retirement & Retirement
Legacy Planning
Business Owners & Entrepreneurs

Build and Protect Your Family Wealth Legacy

Knight Wealth Advisors places an intense focus on helping you build and protect 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:

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Establish and maintain financial confidence about your financial situation by quantifying your goals and providing clarity in how to reach your targets.
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Analyze the qualities of the lifestyle you desire and develop targets to allow you to achieve it.

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Determine how much and possibly more importantly how to save for retirement.

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Collaborate with your tax advisor to incorporate tax planning into your overall plan.

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Evaluate and review your existing savings and investment plan to see if you are on track to meet your goals.

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Utilize our investment management strategies: Tactical Retirement Asset Management (TRAM) and our quantitative stock selection strategies.

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Remove the emotion from investing by providing a rules-based management approach to your investments.

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Build and maintain a working cash flow plan to keep your personal finances on track to meet your goals.

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Develop a plan to reduce and eventually eliminate your debt so that you can achieve financial freedom.

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Review and evaluate your risk exposure and then develop a plan to address any gaps that exist.

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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

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. 

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