Melville, NY Financial Advisors | Kleiman Wealth Management Group

Dedicated to building successful relationships

Kleiman Wealth Management Group

631-420-6475

855-803-2187

58 South Service Road
Suite 310
Melville, NY 11747

“Risk management is central to our practice. We strive to avoid exposing clients to more risk than they can afford or they need to meet their goals. Our goal is to rise above the competition with superior communication and customer service.”

— Jonathan Kleiman

Industry leader
Our disciplined approach
Discretionary portfolio management
Strength of our relationships

The Kleiman Wealth Management Group is committed to helping you plan for your future by providing comprehensive wealth management strategies for all your financial needs. Families, business owners and corporate executives count on us for our trusted advice, effective management of risk and commitment to the highest levels of service.

With a focus on preserving and growing wealth, we deliver personalized solutions. Whether it’s planning for your retirement or helping to protect your estate for your children and grandchildren, we have the experience to help you work toward all your goals. With our access to the global resources of UBS, one of the world’s largest wealth managers, we can offer you the firm’s perspective and insights.

Jonathan Kleiman has been recognized as an industry leader

Forbes Best-In-State Wealth Advisors, New York (Ranked #28), 2018, 2019, 2020

Our disciplined approach

Design a well-structured financial plan
We are a planning-based team. By actively listening, we discover what’s important to you today and your vision for the future.

As part of the planning process, we also talk about your feelings toward risk. We believe risk management is central to everything, but it comes in many forms and is not always easy to understand. By helping you visualize the different dimensions of risk, we can agree to a strategy that works for you–so you can feel comfortable with handling the ups and downs of the financial markets.

After analyzing all the information gathered during the discovery phase, we develop a personalized plan. This plan provides us with a clear road map for protecting, growing and transitioning your wealth.

Discretionary portfolio management

Provide investment management strategies
Our team provides a variety of strategies that enable us to build custom portfolios. As Portfolio Managers in the UBS Portfolio Management Program, we are qualified to offer discretionary management of your investments and tailor your asset allocation to your unique situation.

Our customized portfolios are informed by our own investment experience, specialists in our Portfolio Advisory Group and intellectual capital from CIO Americas, Wealth Management. With our team actively monitoring your investments, you have the time to focus on your family, your business and the future.

The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.

PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.

Strength of our relationships

Client communication and service
We think of our clients as our extended family. We believe our clients know us as a trusted team of professionals. They can count on us for regular contact, prompt attention and relevant insights throughout the year.

What matters most to us is that our clients know how much we care. Our entire team is dedicated to you and helping you achieve everything that’s important in your financial life.