$1.2 billion+
Assets under management
Benefits from our collaborative approach
The Kleiman Wealth Management Group is committed to helping you plan for your future by providing comprehensive wealth management strategies for all your financial needs. Families, business owners and corporate executives count on us for our trusted advice, effective management of risk and commitment to the highest levels of service.
With a focus on preserving and growing wealth, we deliver personalized solutions. Whether it’s planning for your retirement or helping to protect your estate for your children and grandchildren, we have the experience to help you work toward all your goals. With our access to the global resources of UBS, one of the world’s largest wealth managers, we can offer you the firm’s perspective and insights.
At The Kleiman Wealth Management Group, we take a disciplined, risk-based approach to wealth management and portfolio planning. Our focus is on delivering tailored strategies that balance growth and protection, ensuring your wealth is managed with precision and purpose. With a concierge-level client experience and a team deeply committed to proactive communication, we provide the clarity and confidence you need to navigate your financial future.
$1.2 billion+
Assets under management
284
Collective years of experience
9
Investment professionals on the team
Our mission is to provide comprehensive wealth management strategies, personalized to your needs. We know each client is different so we offer focused advice specifically geared to where you want to go—and help you get there. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Portfolio Manager
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Relationship Manager
Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Managing Director–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Portfolio Manager
Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
Financial Advisor
Wealth Strategy Associate
Relationship Manager
Director
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal? Your life and priorities are multidimensional. We understand how each can impact the others—not only today but for years and generations to come.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
You. Connected.
There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Global leader
UBS is a leading and truly global wealth manager
