Designing Spaces, Creating Memories.
Our Vision
Wealth Management of Kentucky, Inc. is a trusted financial advisory firm dedicated to empowering business owners, farmers, high net worth families, and investors to achieve their financial goals. We believe wealth is more than just numbers - it's about security, stability, and achieving peace of mind.
Our Approach
We take a holistic approach to wealth management, considering every aspect of your financial life. We work with you to:
- Define your goals: We start by understanding your unique financial aspirations and concerns.
- Develop a personalized plan: We create a tailored plan that aligns with your vision and objectives, utilizing tax management, investment management, retirement strategies, estate conservation, and insurance solutions.
- Execute and monitor: We work with you every step of the way, ensuring your portfolio aligns with your evolving needs and goals.
Who We Serve
Our expertise caters to:
- Business Owners: We assist in maximizing retirement plans, succession planning, and mitigating financial risks.
- Farmers: We help navigate complex agricultural succession planning, tax reduction strategies, and risk management solutions.
- High Net Worth Families: We provide sophisticated wealth management services, including estate planning, wealth transfer strategies, and sophisticated investment solutions.
- Investors: We offer personalized investment management services, tailored portfolio construction, and ongoing portfolio reviews.
Our Team
Led by Bruce Hanks, President and CEO, Wealth Management of Kentucky, Inc. boasts a team of experienced professionals who are dedicated to providing personalized attention and tailored solutions to each client. We are:
- Experienced Investment Advisors: Skilled in crafting diversified portfolios and risk mitigation strategies.
- Seasoned Financial Planners: Specialized in crafting comprehensive wealth plans and addressing individual client needs.
- Dedicated Client Service Professionals: Committed to providing exceptional client service and prompt communication.
Our Values
- Integrity: We prioritize transparency and open communication.
- Loyalty: We stand by our clients, supporting their financial goals every step of the way.
- Client-centeredness: Your needs are at the heart of everything we do.
- Expertise: We leverage our extensive knowledge and experience to provide tailored solutions.
Overwhelmingly Positive Experience at Wealth Management of KY
The reviews for Wealth Management of KY are predominantly positive, with several reviewers praising the company's professionalism, competence, and personal service. Many of the reviewers have been satisfied clients for extended periods, some for over 20 years.
Praise for Professionalism and Service
Reviewers such as Phyllis Powers, Thane Maudslien, John Runda, and Mary McCormack have all experienced exceptional service at Wealth Management of KY. They have praised the company's professionalism, respect, and attention to detail. For instance, Phyllis Powers noted that the company has always been "very professional and treated us with the utmost respect." Thane Maudslien described Bruce and his staff as "top notch, " and John Runda commended the company for providing "competent, professional, and very personal service." Mary McCormack appreciated the timely response to her calls and the excellent service and advice she received.
Caution Regarding Untrustworthy Staff
However, one reviewer, Bonnie Cleary, had a starkly different experience. She warned other potential clients to "proceed with caution" and specifically named Kristie Hanks as an untrustworthy staff member. Bonnie Cleary's one-star review suggests that there may be instances of unprofessional behavior or poor client service at Wealth Management of KY.
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