Honoring Lives, Supporting Families
Our Mission
At Knightsbridge Wealth Management, we empower individuals and families to achieve financial peace of mind by providing personalized wealth management solutions tailored to their unique goals and aspirations. We believe in building enduring relationships built on trust, transparency, and mutual respect.
Our Values
Our bedrock principle is to offer a service we would be comfortable recommending to our own families. We uphold the highest ethical standards, treating every client with the utmost care and professionalism. We take a proactive, tax-sensitive approach to wealth management, leveraging diverse investment strategies to maximize your financial potential.
Wealth Management
- Comprehensive investment management and financial planning for individuals and families
- Customized portfolio construction based on your risk tolerance, goals, and values
- Regular portfolio reviews and performance analysis
Private Investments
- Access to unique private market opportunities to enhance portfolio returns
- Strategic guidance on capital preservation and risk management
Liquidity Events
- Expertise in navigating complex transactions to maximize after-tax wealth
- Assistance with mergers, acquisitions, and other business transactions
Legacy Planning
- Personalized guidance on charitable giving, estate planning, and wealth transfer
- Creation of a comprehensive plan to secure your financial future
What Sets Us Apart
- Independent and Employee-Owned: We are not beholden to any large institutions, enabling us to provide unbiased financial advice.
- Direct Access to Investment Team: Work directly with experienced professionals who make investment decisions for your portfolio.
- Transparency and Communication: We are committed to open and regular communication, providing clear explanations of your investments and financial plans.
Meet the Team
Our team comprises highly experienced and credentialed professionals with a proven track record in investment management and wealth planning. We are passionate about helping our clients achieve their financial goals and build a prosperous future.
Join Us on the Journey
Knightsbridge Wealth Management has been helping individuals and families achieve financial success for over 20 years. We are confident that our personalized approach and proven strategies can empower you to reach your financial aspirations. Contact us today to schedule a complimentary consultation and learn how we can partner with you on your journey to financial well-being.
Overall Experience with Knightsbridge Wealth Management
The majority of reviewers have had a highly positive experience with Knightsbridge Wealth Management, praising the firm's professionalism, quality, and responsiveness. Many clients have reported earning higher returns on their investments and feeling confident in the firm's ability to manage their portfolios.
Positive Aspects
Clients have appreciated the firm's:
- Personalized approach: Reviewers have mentioned that the firm takes the time to understand their financial goals and provides tailored investment advice.
- Market knowledge: Clients have praised the firm's expertise in market trends and ability to make smart, calculated investment decisions.
- Transparency: Reviewers have appreciated the firm's quarterly newsletters and overall transparency in their dealings.
- Staff: Clients have praised the staff for being professional, knowledgeable, and responsive to their needs.
Negative Experience
One reviewer had a negative experience with Dan Wales, citing a lack of professionalism, dishonesty, and crude remarks. This reviewer has stated that they will not be doing business with the firm again.
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