Kickstand Wealth Advisors

Kickstand Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment management to individuals (including high‑net‑worth clients), families and entities such as family offices, trusts, private foundations, and qualified retirement plans; it also provides advisory services to certain broker‑dealer variable annuity customers. The firm integrates retirement‑plan advisory work with comprehensive financial planning as part of its investment management engagements.

Investment decisions are tailored to each client and grounded primarily in fundamental analysis with a generally long‑term orientation, though the firm may execute shorter‑term trades when client goals or security fundamentals warrant. Kickstand may allocate assets to unaffiliated external managers and uses a broad investable universe — principally mutual funds and ETFs but also individual equities and fixed income, private/illiquid funds, REITs, interval and closed‑end funds, structured notes and other alternative investments — depending on client suitability.

Distinctive features include a typical account minimum policy (generally $500,000, subject to waiver) and use of a third‑party securities‑class‑action claims monitoring service that clients may opt out of; the firm also accepts compensation from broker‑dealers for providing advisory services to certain variable annuity customers. Kickstand generally recommends custody through a major institutional custodian and does not accept proxy‑voting authority, leaving voting responsibilities to clients.