Our Approach

KLS Our Approach With personal connection, creativity, and efficient execution at the center of our client relationships, our process of listening, learning, analyzing, and discussing facilitates the development of highly creative strategies accounting for each client’s personal philosophies and family dynamics.

Responsible for the implementation of all recommendations through to completion, we interface with all disparate attorneys, insurance providers, accountants, and outside advisors on behalf of our clients, and oversee all necessary coordination, administrative follow-up, and ongoing reporting.

Approaching our client relationships as a strategic partner, we spot opportunities, foresee obstacles, and set forth proactive solutions on behalf of our clients.  As a highly-disciplined manager, we are deeply dedicated to rigorous follow-through and the highest level of excellence in service at all times.

Technical Excellence

Our technical expertise sets KLS apart from other wealth management firms. As former tax attorneys, Big Four public accountants, and family office CEOs and CIOs averaging 20 years of related experience, our senior advisors possess the technical knowledge and professional experience to act as a single-resource expert across all financial matters. 

Each KLS client advisor is an expert in:

  • Investment Management
  • Trust and Estate Planning
  • Insurance
  • Tax Planning
  • Retirement Planning
  • Financial Decision Making

Objectivity

KLS provides objective and unbiased advice for a set fee. We do not sell financial products and are paid solely by our clients. Our role is to provide you with the best advice for your particular situation.

We have a full, open architecture investment platform and no proprietary products. We are able to recommend and incorporate investment vehicles and managers of all kinds into a portfolio as needed. And, if you have insurance, home financing, or credit needs, we do the research and follow through to ensure that you receive the best product at the best price.

Integrated Advice

The most effective strategy is a comprehensive one. We integrate and advise on all aspects of your financial life.

  • Each KLS advisor is expert in the areas of investment management, estate planning, life insurance, tax planning, cash flow, liquidity, and financial decision making.
  • Our advice and decisions reflect your individual goals and personal priorities.
  • We discuss and frequently re-evaluate what you are trying to achieve in both the near- and long-term, and focus on what is truly important to you.

Click here for our Client Service Overview

Georgia Pangle

Senior Managing Director Georgia Pangle discusses the KLS Service Model