KLS has been successfully serving as wealth manager and advisor for partners of the nation's leading law firms, senior executives of the largest companies, and other wealthy individuals since 1989. Our client relationships are based on trust. We do not sell products. We do not accept commissions. We have no conflicts of interest with our clients. We deliver objective, unbiased investment advice.

The KLS culture embraces a high standard of technical excellence. Creativity results from multidimensional thinking that contemplates each of the key areas of financial management. Our professionals are trained to interrelate all relevant financial and tax aspects in the decision making process.

Advice - even the best advice - is not enough. We follow through to make the trades, monitor and adjust your portfolio, execute your estate plan, manage your cash and anticipate and respond when you need us.

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