“You don't just want another advisor-you want someone you can trust. We listen to your goals, understand your values and make the complex clear. We're always looking for ways to make you more successful.”
— Andrew Howard Kahner
The Kahner Smith Wealth Management team works intimately with you to craft a holistic plan to set you on a surefooted financial path. Backed by the extensive resources of UBS, we offer comprehensive, integrated wealth management suited entirely to you and your goals.
From exploring new growth opportunities to overcoming obstacles to protecting your wealth for the future, we'll be with you every step of the way.
We begin by getting to know you, gaining a rich appreciation for everything in your life, not just your financial goals, but also things like risk tolerance, legacy concerns, tax considerations and lifestyle.
Then, we create a comprehensive plan and innovative strategies that encompass your entire financial picture. The course of action we recommend isn't only relevant to your life today-it plots a strategic path for years and generations to come.
Our disciplined investment approach is grounded to your objectives. By beginning with your end goals, we provide custom solutions to meet your ambitions. Our benchmark is your success.
We can help address every family issue ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits. Appropriate risk management and asset allocation is tailored to your particular circumstances. Our team prides itself on providing relevant insights in every market cycle and we keep you informed and educated with clear communications on a regular basis.
As your financial life grows more complex, it's not enough to approach it piece by piece-that's why we provide holistic wealth management that takes all elements into consideration. Our comprehensive plan empowers you with the confidence to achieve more in your life.
We take the time to understand your needs and concerns. At the end of every interaction, we revisit your plan to make sure everything remains aligned. As the cornerstone of your ongoing management, we call this approach: Advice. Beyond investing.
Mark Smith and Andrew Howard Kahner have been recognized as industry leaders
- Mark Smith, Forbes America's Top Next Generation Wealth Advisors, 2018
- Andrew Howard Kahner, UBS Top 35 Under 35, 2014, 2015