Meet with an Independent RIA & Fiduciary Financial Advisor That Sells Advice and Not Products
Make your money work as hard as it should for you; every day, year-in and year-out
Fiduciary Financial Advisor
Service Areas
As a first-rate registered investment advisor firm; our process applies techniques from a variety of talents and disciplines.
Comprehensive Investment Portfolio Development & Management
Strategic Financial Planning
High-Quality Investment Advice
How We Work
01
Financial Planning and Risk Tolerance Assessment
02
Investment Advice & Portfolio Development
03
Portfolio Monitoring and Investment Management With Periodic Rebalancing to Planning Recommendations
Meet with a Wealth Manager That Gets You
We All Have Moments When We Need Some Advice
If you’re accumulating wealth, preserving it, or planning to transfer it to your loved ones, let Kravitz Group Holdings help guide you. We provide advice for all elements of Your financial life
Who are we
Financial Advisor(s) Ready To Be Your Fierce Advocate, Looking Out For Your Financial Best Interests
✓ Registered Investment Advisor
✓ Comprehensive Financial Planner
✓ Retirement Planning
✓ Family Legacy Planning
✓ Estate Planning and Trusts Services
Have Questions?
Frequently Asked
Questions
Is there a free introductory call?
Yes, we offer a free 30 minute introductory call; by appointment.
Do you provide investment advisory services on an hourly basis?
Yes, we provide investment and financial planning advice on a hourly basis. We also offer holistic investment advisory and portfolio management services.
What is your cancellation policy?
You Kravitz Group Holdings provides a five day cancellation policy after an on-going, holistic, discretionary and non-discretionary investment advisory agreement is signed and a copy of the Firms and/or IARs ADV 2A and 2B are received.
How do fee’s work?
We have a simple Fee-Only billing process which allows you to pay for investment advisory services and Financial Planning on a Service, Hourly or Yearly portfolio management basis (broken down to quarterly payments based on a % of AUM).
How do I change my personal info?
You can update name, email address and other personal information by contacting us by phone or email and identifying these changes. We strive to keep up to date/correct information in reference to your current financial position and your account profile.
Can I get an invoice for my fees paid?
Yes, we send a quarterly statement when your fee’s are assessed then dispersed from the custodian of your account after our billing to them for our management of your account. The custodian of your funds will also send you a monthly/quarterly statement identifying the payments made to our firm for our management fees. An invoice will also be provided for hourly advisory services rendered.
Got financial questions?
Can’t seem to find the answers you need? Connect with us.
Enhance Your Competitive Advantage And Establish Strategic Investment Dominance
Let us show you the Kravitz Group Holdings, difference.