Broker Check

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.


Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

KM Wealth Management & KMS Wealth Management are committed to helping people pursue their financial goals.

Anthony, Frank & Joel are Series 7 registered brokers offering securities through Summit Brokerage. All hold Insurance licenses in Life and Variable products. Anthony is Real Estate licensed and Joel is also an Investment Advisor Representative through Summit Brokerage and a member of Estate Planning Team.

Our Team focuses on Income Investments, Tax Deferral options for investment property and business owners (Deferred Sales Trusts, 1031 Exchanges, etc.), Retirement and Estate Planning*, Insurance, College Planning, etc. We also offer many Alternative Products from non-traded REITs to Oil & Gas Investments for clients that qualify.

We take a personalized interest in each and every client and custom-tailor investment strategies to fit each Individual's, Family’s, or Corporation’s goals.

Feel free to contact us at (888) 999-7474 or email Joel@kmwealth.net for a complementary portfolio review, insurance analysis, or general consultation.

* Provided with the assistance of third-party estate planning attorneys

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