Listed In: Investment Services Firms
Kneifl Wealth Management provides holistic wealth management with a focus on tax mitigation, savings optimization, gifting strategies and charitable planning. We work closely with CPAs and attorneys to deliver a 360 degree financial overview covering estate planning and business transitions. We… Kneifl Wealth Management provides holistic wealth management with a focus on tax mitigation, savings optimization, gifting strategies and charitable planning. We work closely with CPAs and attorneys to deliver a 360 degree financial overview covering estate planning and business transitions. We serve high net worth individuals, business owners and retirees, specializing in retirement, succession planning, generational wealth and land transitions. Our dedicated team prioritizes stewardship, clarity and helping clients protect and confidently grow their legacy. Read more
Business Hours
M-F 8am-5pm, Sa-Su Closed
Services
Financial Advising, Investment Management, Investment Funds, Stock Broker
Specialties
401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs
Languages
English
