About Us

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.

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

Joel & Lisa are Series 7 registered brokers offering securities through Cetera Advisor Networks. All hold insurance licenses in Life and Variable products. Joel & Lisa are also Investment Adviser Representatives through both Cetera Investment Advisers and Cetera Advisor Networks.

Our team focuses on Income Investments, Tax Deferral options for investment property and business owners (Deferred Sales Trusts, etc.), Retirement and Estate Planning*, Insurance, College Planning, and Managed Accounts. 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 the goals of each individual, family or business.

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

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