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Who We Serve

At Kairos, we have the privilege of working with three distinct markets, all with different needs. Because of our vast client base and years of experience, we’re able to help you have.

We work with:

High Net Worth Clients and Families

Many of our clients have spent their lives working hard and are ready to enjoy their assets. You’re busy running businesses and growing your wealth, so let us plan for your financial future. Our creative strategies incorporate tax planning, investment management, insurance, estate planning, and more.

Business Owners

As a business owner, you face many unique challenges and likely need someone in your corner to help ensure you’re making the right decisions for yourself and your business. From qualified benefits packages to key-person insurance to succession planning, we’re here to help your business planning run smoothly.

Clients with Transitional Wealth

We work with many of our clients multigenerational and as they age, we are excited to bring their children and grandchildren into the firm. We also offer a subscription-style service model to help young professionals and those just starting to grow their wealth start their financial planning early.

We offer an unparalleled standard of service and excellence to all of our clients, regardless of their needs. We create a program tailored for you and educate you along every step of your financial journey.

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