KM Wealth Management

Financial Advisors

KM Wealth Management is committed to helping people pursue their financial goals.

Joel and Lisa are Series 7 registered brokers offering securities through Cetera Advisor Networks. Both hold Insurance licenses in Life and Variable products. Both are Investment Advisor Representatives through Cetera Investment Advisers and Cetera Advisor Networks.

Our Team focuses on Income Investments, Managed Accounts, Corporate Retirement Planning, Retirement and Estate Planning*, Insurance and Annuities, 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, Family, or Corporation’s goals.

Feel free to contact us at 954-315-3810 or email Info@kmwealth.net for a complimentary portfolio review, insurance analysis, or general consultation.

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