For more than 25 years, The Weiss Group has worked with a select number of affluent families to customize strategic plans for their wealth management needs and goals.
Most often, our clients' goals include wealth transfer for future generations, maximizing philanthropic impact, investment & borrowing management, survivor protection, and tax strategies.
We excel at listening to our clients and partnering with their tax and legal advisors to understand their important needs and goals. We also work with UBS' team of Private Wealth specialists and experts to formulate strategies and solutions for our clients to consider.
Our clients can expect an integrated implementation of a world class business plan for their wealth that is continuously reviewed and refined as needs and goals evolve.
We invite you to chat with us and see if our approach is right for you.
Kevin Kitt has been recognized as an industry leader
- Forbes America's Top Next-Generation Wealth Advisor, 2017, 2018