You have spent a lifetime charting the course to where you are today – building your wealth along the way.  No doubt, as you look to the future your sights are set on continued prosperity for your family and for generations to follow.  A comprehensive and sound financial plan should address the need to manage your wealth today, and preserve and transfer your wealth in the near and distant futures.  Navigating the many facets of such a plan requires in-depth analysis, careful planning, realistic solutions, and help from advisors you can trust working with you at the helm.

At KRMT, we provide financial planning and advisory services designed to meet your unique needs.  Our professionals apply an in-depth understanding of financial matters to serve a broad range of clients, including high net-worth individuals, small and mid-size corporations, charitable and individual trusts, qualified pension and profit-sharing plans, and other institutional organizations.  As your trusted wealth management advisors, KRMT can help you understand and implement the options before you as you decide the best course for you and your family.

With our certified professionals in house and through our participation in the BDO Seidman Alliance, KRMT employs a disciplined, structured approach to planning with the aim of developing and implementing a comprehensive and customized plan.  Our services are designed to work with and complement those of your existing advisors, including attorneys or investment managers.  Our philosophy is to focus on a comprehensive view of your financial situation and future goals.  This planning process forms the foundation for resulting investment management strategies and solutions.  As our client, you may benefit from the seamless delivery of a full suite of wealth management services and sound financial advice in areas including:

•	Charitable Giving
•	Equity-based Compensation Planning
•	Income Tax Planning and Preparation
•	Investment Advisory Services
•	Life, Disability and P & C Insurance Planning
•	Retirement Cash Flow Analyses
•	Education Planning
•	Divorce Planning
•	Estate Planning
•	Life Events