Kluge Wealth Advisory Group
The Kluge Wealth Advisory Group helps high-net-worth families plan for life’s critical financial events by building and maintaining risk-managed wealth strategy plans aligned to their values and vision. Our actions are guided by our values – integrity, relationships, and meaningful work.
Forward-Thinking Solutions
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Experience + Independence
Our team provides advice that we believe best serves your needs with objectivity, free of bias toward any product or platform.
Purpose & Process
Using our “Wealth Road Map Formula”, we empower clients to achieve their goals by helping make smart financial decisions that can free up their time, eliminate guess work, and help to prevent critical wealth planning mistakes.
Holistic Wealth Advice
By drawing on our own expertise and the local and national specialists at Wellington-Altus Private Wealth, we can help you address many of life’s critical financial events.
Who We Serve
You have worked hard, raised a family, saved money, made smart decisions, and taken calculated risks. You want to ensure that as you approach life’s critical financial events, you’ll have the confidence that comes from knowing that your wealth strategy is aligned with what matters most to you. You value working with a team committed to proactive communication, thoughtful advice, and courage-driven leadership to help you deal with sometimes difficult choices.
Team Values
Our actions are guided by values including:
- Act with Integrity: Integrity is much more than simple honesty. To us, it is an ongoing choice to be consistent in our actions, words, methods and principles.
- Nurture Relationships: A relationship is an organic system that needs to be cared for, developed, and expanded upon over time.
- Engage in Meaningful Work: We look to make a positive overall contribution to our clients’ lives, overall well-being, and by extension, the well-being of those most important to them.
