What We Do

Comprehensive Wealth Solutions

KRM delivers sophisticated Investment Counseling through fully integrated, custom solutions. Our team provides comprehensive oversight of your complete financial picture, from investment management to legacy planning, with no outsourcing of critical services.

Who We Serve

  • Exit strategy planning

  • Succession solutions

  • Liquidity management

Business Owners

  • Legacy preservation

  • Wealth transfer strategies

  • Family governance

Multi-Generational Families

  • Equity compensation planning

  • Tax-efficient strategies

  • Retirement optimization

Executives

  • Practice transition planning

  • Risk management

  • Retirement design

Professional Practitioners

Goals

We begin by understanding your complete financial picture, family dynamics, and long-term objectives. Our discovery process ensures alignment between your wealth and your vision.

Design

Our team creates a comprehensive strategy that integrates all aspects of your wealth management needs, from investments to legacy planning.

Apply

We implement your customized plan using sophisticated strategies and maintain complete oversight of all moving parts.

Manage

Through regular communication and proactive adjustments, we ensure your plan evolves with your changing needs and market conditions.