There are over 300,000 financial advisors in the United States.
Why should you work with us? We recognize that choosing a financial advisor is a big decision. Here are our competitive advantages:
It all started almost 40 years ago when Adam Klein’s grandfather bought him his first stock. Years later, Adam became obsessively passionate about the markets. He landed a job at a hedge fund shortly after a seven-year career of professional baseball. From there, he branched off to create his own wealth management firm, ABK Management, with the intention of helping families from all walks of life to accomplish their financial dreams.
Our disciplined and objective investment strategies provide your portfolio with the proactive service you deserve to accomplish your goals.
Our team of financial advisors will design a customized plan to evaluate your current financial situation and guide you toward financial freedom.
We are here to help you retire seamlessly by putting your financial plan into concrete terms using a detailed process.
Our team of CPAs review your tax returns to identify potential savings or restructuring opportunities, giving you ideas that could save you money in the future.
Our estate planning team helps you develop a tax efficient, comprehensive estate plan to ensure your assets will be distributed accordingly.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor who is committed to helping you grow and preserve your wealth
