“Everything we do reflects our commitment to putting your best interest first.”
KGT Wealth Advisors provides insightful guidance and solutions for managing complex wealth. Our clients look beyond those credentials to the true value of working with our team. We help sophisticated families, senior executives and entrepreneurs achieve the goals that matter most to them.
The benefits of working with us
Our consultative process and what we deliver to our clients
Comprehensive wealth management services
We have experience in financial planning and wealth management, but we also bring in professionals with the expertise to help you build an appropriate wealth management plan. We will also work with any professionals with whom you already have a relationship.
Mary Mattson Kenworthy, William Gourd and Derek Thompson have been recognized as industry leaders
- Mary Mattson Kenworthy, Barron's Top 1,200 Financial Advisors, 2017
- Mary Mattson Kenworthy, Financial Times 100 Top Women Financial Advisers, 2014
- Mary Mattson Kenworthy, Financial Times 400 Top Financial Advisers, 2018, 2017, 2016, 2014
- William Gourd, Barron's Top 1,200 Financial Advisors, 2017, 2018
- William Gourd, Financial Times 400 Top Financial Advisers, 2017, 2016, 2015, 2014
- Derek Thompson, Financial Times 400 Top Financial Advisers, 2015
- Derek Thompson,UBS’s Top 35 Under 35, 2013
Guidance that looks beyond your investment portfolio
For more than two decades, KGT Wealth Advisors has worked extensively with sophisticated families, senior executives and entrepreneurs. We recognize that complex wealth requires a level of understanding that looks beyond your investment portfolio.
Find out more about our team and how we work with clients in our KGT Wealth Advisors story.