KLS IS NOW A PART OF SVB PRIVATE BANK
Banking and wealth management focused on your unique wealth journey. Together we are the trusted advisor to individuals in the global innovation economy. LEARN MORE
-
KLS is your solution
An expert in all matters financial. An advisor you can trust implicitly. A manager who will follow through for you on all the details.
-
What’s your wealth advisor more interested in: What goes in your portfolio? Or what goes in his pockets?
It’s simple: When it comes to wealth management, we make recommendations based on what’s best for our clients, not on what’s best for us. At KLS, we do not take commissions or sell financial products, and are paid solely by our clients.
-
For legal counsel people turn to the nation’s top lawyers
For financial counsel the nation’s top lawyers turn to us
At KLS we’ve been providing unbiased wealth management and advice to partners of the nations’s leading law firms for over 25 years.
-
Simplified Services
For Family Offices
Our team of accomplished professionals have experience in servicing the needs of complex executives, professionals and families as an extension, or alternative to their family office.
Complete Financial Management
KLS Service Model
Unlike most financial service firms, which have grown into distribution channels for financial and investment products, KLS has remained committed to this core principle, and does not earn any incremental revenue as a result of the advice we give or the solutions we utilize. Learn More
Senior Managing Director Georgia Pangle discusses the KLS Service ModelEstate planning
Our role is to make sure your estate plan and trust documents are up to date and properly executed. Critical to a successful outcome is our ability to make definitive recommendations and interface with attorneys, insurance providers, and accountants in order to drive the process to completion. Learn More
Senior Managing Director Gary Sica discusses Estate Planning at KLS