Kimery Wealth Management, LLC

Kimery Wealth Management serves individuals, high‑net‑worth individuals, and charitable organizations with discretionary portfolio management, financial planning and retirement plan consulting, and standalone financial and tax planning services. The firm reports approximately $440.8 million in discretionary assets under management and works with several hundred client relationships.

The firm generally implements client portfolios using third‑party managers, mutual funds, ETFs and separately managed accounts, while retaining the ability to manage individual securities for some accounts; it conducts due diligence on managers and regularly monitors and rebalances portfolios to align with client objectives. When advising on retirement accounts the firm operates as a fiduciary and offers both ongoing portfolio management and project‑based financial planning engagements, with written plans typically delivered within months when engaged.

Two features distinguish Kimery from many peers: it operates the KWM Wrap Program to manage all client assets and discloses that it receives 100% of the wrap fees, and it has formed a separate tax‑planning entity that engages a third‑party CPA to provide corporate and personal tax planning, cost segregation studies and related services. These arrangements can create conflicts of interest that the firm discloses and says it manages through written engagement terms and ongoing disclosures.