Total Wealth Partners

William Klinke is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Morgan Stanley and its Private Bank division before joining Kickpoint Financial, LLC, where he has been a principal and portfolio manager since 2019. Klinke is also involved with TWPTX, LLC since 2017. KickPoint Financial provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using ETF-based portfolios while allowing for individual stocks or bonds, and it manages accounts on a discretionary basis with customized asset allocation.

Joseph Teagarden is a financial advisor at Total Wealth Partners in Houston, TX, holding Series 63 and Series 66 credentials with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2013 to 2017 before joining Total Wealth Partners in 2017. Total Wealth Partners manages approximately $33.2 million on a discretionary basis for a select group of individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management using a combination of fundamental, technical, cyclical, and charting analysis, primarily employing low-cost ETFs along with individual stocks, bonds, and options.