PK Wealth Management
Planning for your future
Introducing Our Firm
We are a wealth management firm and
investment advisor, specializing in financial planning and investment management.
We can help you achieve your goals and help you have a better understanding of your financial priorities in order to make smart decisions with your money.
Our Business Services
I am a CERTIFIED FINANCIAL PLANNER™ since 2014.
An ongoing relationship with a trusted financial planner held to the FIDUCIARY standard, who is committed to helping you achieve your desired lifestyle. Comprehensive planning means we’ll cover all the bases, from your initial plan and goal setting to optimizing your stock options and RSU’s, cash flow, retirement, insurance, estate & tax planning, and much more.
We’ll design a tailored investment portfolio based on your investment objectives, time horizons, risk tolerance, and liquidity needs. We’ll regularly monitor your account, take advantage of tax-loss harvesting to save you money on your tax return and manage your portfolio with an evidence-based approach backed by decades of academic research and proven strategies.