Whether you are just starting out on your journey, or are already well on your way, KCM can help you navigate the twists and turns you will encounter on the road to financial success. We will be quick to respond to roadblocks such as sudden shifts in the market, and there to help you re-route as often as needed to get you safely to your destination. We strive to CREATE CONFIDENCE and financial peace of mind, so you can focus and enjoy what is truly important – your family, your business and enjoying the journey.
MISSION & PHILOSOPHY – You work to live well. You work hard to earn your money, and your money should work as hard for you. Helping you manage, grow and preserve your wealth is what we do best. The team of financial professionals at Kaye Capital Management is committed to helping you obtain financial security and independence. Through competent and caring financial guidance, investment management and personal service, we take a holistic approach to make sure your money is working for you as it should. This 360 degree view of your financial situation puts us in a unique position to help keep you on the right path.
APPROACH & COMPETENCE – We are a fee-based Registered Investment Advisor, registered with the SEC. We require our advisors to achieve the CFP® certification from the Certified Planner Board of Standards and to have, or commit to achieving, an advanced post-graduate degree. We also firmly believe that experience is the best teacher. All of our advisors have many years of practical experience as well as hundreds of hours of professional continuing education. Additionally, our core values are to place the needs and objectives of our clients first and to provide competent, timely and cost-effective financial advice. Our goal-based approach and pro-active monitoring of results help our clients maintain their focus and make smart financial decisions. Our diverse client base includes corporate executives, physicians, attorneys, entrepreneurs, film directors and writers, and retirees from all walks of life who have relied on Kaye Capital Management for sound financial advice for decades.
PROFESSIONALISM & CONFIDENTIALITY – The financial planning process often involves an intensely confidential sharing of hopes, dreams and fears. To succeed, you should select a financial planner with whom you share good communication, chemistry and trust. We provide financial planning and investment services to some very high-profile people, but unless they give us permission to use their name in promotional materials, you would never know we are their advisors. Furthermore, we are dedicated to upholding our fiduciary responsibility to you, and will always give you unbiased and competent financial advice.