Joel, the co-founder of KM Wealth Management, has been a Series 7 registered representative since 1987. KM Wealth Management is an independent firm with securities offered through Summit Brokerage Services, Inc., member of FINRA & SIPC.
Joel is also an Investment Advisor Representative offering advisory services through Cetera Investment Advisers LLC, a registered investment advisor. He is Insurance licensed in Life, Health and Variable products. Additionally, advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor.
Our Team focuses on Income Investments, Tax Deferral options for investment property (1031 Exchanges, etc.), Retirement and Estate Planning*, Insurance, College Planning, etc. They 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