Planning for your future is about so much more than your finances. At KMI Wealth Advisors we take the time to get to know you, your relationship with money and get down to the root of what brings you happiness. We provide holistic and sustainable wealth management that focuses on your overall financial wellness.
Client Experience
KMI aspires to know and understand you and your family’s financial situation. We provide a holistic approach and build relationships with our clients that are built on integrity and transparency. We take the time to provide you with only the highest quality of information, services, and resources so you feel empowered to take control of your financial future. Our goal is that you leave our meeting feeling inspired, peace and security.
Holistic Approach
KMI looks at the big picture when managing your finances. We get clear on your relationship with money while considering your values, goals, and your experiences with money when putting together your financial plan. You can trust that we will create a plan that covers the individual parts of your financial life while ensuring that they all work together.
Money Mindset
At KMI we believe that having a successful money mindset can lead to creating success-making habits so you can achieve your long-term success. We will guide you into creating a healthy mindset around your financial goals that will influence how you save, how you spend, and how you manage your debt.
Peace & Integrity
Our relationship is based on trust, transparency, and integrity. As a fiduciary we are bound by law to place our client’s interests above everything else. We recognize the impact we can have on the lives of our clients, and we do not take this responsibility lightly. We serve the specific needs of our clients – not our own needs, and most certainly not those of a massive financial institution.
What We Do
Full spectrum of investment opportunities
KMI Wealth Advisors has a full spectrum of investment opportunities, award winning research and the best technology available.
Advisory Services
KMI offers advisory services based on the individual goals, objectives, time horizon, and risk tolerance of each client. We tailor investment management portfolios, financial plans, and other advice to meet clients specific situations, and other client-specific factors.
We take the time to get to know you
Financial Planning is a thorough process of understanding a client's quantitative and qualitative views on their current financial situation, establishing future goals, and a client’s views on financial matters. We ascertain details to create a financial plan by listening to all questions and reviewing all client data.
Customized Strategies
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program and provide resources and educational workshops that will empower you to take control of your financial future.
Explore our services
Asset Allocation
Asset Allocation
Asset allocation is the process of dividing your investments among different assets, such as stocks, bonds, and cash with the goal of balancing risk and reward. The mix of assets will depend on an individual's investment goals, risk tolerance, and personal circumstances. Our objective of asset allocation is to maximize returns while minimizing risk by spreading investments across various assets.
Portfolio Management
Portfolio Management
Portfolio management includes all your resources available to fund your goals including equity, fixed income, real estate, outside assets and liabilities. KMI will work with you to construct a holistic portfolio composition based on your investment objectives, liquidity requirements, risk tolerance, time horizons, and any restrictions on investing.
Sustainable & Impact Investing
Sustainable & Impact Investing
KMI’s approach to sustainability investing focuses on companies acting in more environmentally friendly ways, while maintaining broad diversification. KMI uses global strategies to build diversified portfolios that provide measurable sustainability outcomes while applying sound investment principles.
Retirement Planning
Retirement Planning
Planning for retirement is an ongoing journey that requires a unique, detailed roadmap. At KMI, we will work closely with you to build a personalized holistic plan, monitoring your income sources, assets, liabilities, goals, concerns, wants and needs striving for you to feel prepared and confident. We offer and manage individual retirement plans such as IRAs, ROTH IRA, Individual 401(k) plans as well as company retirement plans including SIMPLE IRA, SEP IRA and company 401(k) plans.
Charitable & Philanthropic Planning
Charitable & Philanthropic Planning
KMI creates a comprehensive, interactive plan designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. It will enrich your life, familiarize you with your community, and connect you to people and ideas that will positively impact your perspective for the rest of your life. Helping your community is an opportunity for you to grow as a person, to better understand how you fit into the world around you.
Budget & Cash Flow Analysis
Budget & Cash Flow Analysis
The first step to financial freedom is to build your foundation. Your foundation is your budget. At KMI we use innovative software to analyze your cash flow and help you create a budget within your means that coincides with your objectives for you and/or your business. .
Risk Management
Risk Management
Risk Management is the process of analyzing your unique financial situation and goals. KMI will work with you to obtain necessary information regarding your financial condition, investment objectives, liquidity requirements, risk tolerance, time horizons, and any restrictions on investing.
Tax Strategies
Tax Strategies
KMI creates a plan based on the analysis of your financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.
Estate & Trust Planning
Estate & Trust Planning
At KMI we want to make sure that you and your loved ones are set up for success for the unforeseen times. We create a plan to ensure what you want is clear and your requests are honored.
Women & Investing
Women & Investing
Our mission is to empower women to take control of their financial futures by providing personalized financial planning services, education, and resources. We strive to create an inclusive and empowering environment that helps women make informed decisions about their money and achieve their financial goals. We are dedicated to helping build wealth, manage risk, and plan for a secure financial future.
Divorce
Divorce
KMI compassionately helps you get grounded by providing support, and guidance while navigating the legal field of divorce. We will help you create a financial plan based on your current journey and goals.
College Planning
College Planning
KMI provides valuable assistance with college planning by offering expert guidance and advice on how to best save and invest for the costs associated with higher education.
Our Team
Resources
CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
NEWSLETTERS
Timely newsletters to help you stay current.
Investor Information and Disclosures
Part 2A of Form ADV
This brochure provides informaon about the qualificaons and business pracces of KMI Wealth LLC.
Privacy Notice
The types of personal information we collect and share depend on the product or service you have with us.
Business Continuity Plan(BCP)
Business Continues after disruptions.
Community Involvements
Our Office
Reno, NV 89502