Broker Check

Our Story

The Klos Davies Group is a team of professional wealth advisors who serve primarily business owners, executives, retirees and their families. Together, we bring over 50 years of industry experience for our clients. Through a developed and refined process we provide investment management, retirement planning and wealth management strategies to individuals, families, businesses and organizations.

We have a system in place to help our clients achieve their goals. The first step in our process is discovery because everyone has varying goals. Next, we design a custom financial plan for you. The final step in our process is implementation, where we bring all of the pieces together.

Through dedicated teamwork, we strive to build relationships that create trust and provide value with superior client service. By using a long-term and diversified perspective, we balance risk and return to develop individualized solutions that are consistent with your needs and objectives.

Find out about the client-focused service for which The Klos Davies Group is so well known.

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