It's time to take charge of your financial future without feeling overwhelmed, bewildered, or alone. With us by your side, you'll receive a clear overview of your current financial situation and a list of concrete actions to help you achieve your wealth goals.
You'll also have the flexibility to choose your level of involvement in managing your wealth. Together, we'll identify what matters most to you and set up systems and strategies that allow you to progress towards your investment objectives.
Avoid the emotional pitfalls that often come with managing your money. We understand the emotional impact that money can have and the knee-jerk reactions it can trigger. Common mistakes include trying to time the market, making investment decisions based on rumors, holding onto investments for emotional reasons, or retaining investments despite their tax implications.
We will work with you to develop a comprehensive investment process, consisting of four steps:
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Evaluating your financial situation and current investment portfolios.
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Developing a tailored allocation that aligns with your risk preferences and goals.
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Executing your plan with precision.
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Implementing a monitoring system to track progress and ensure we achieve our targets.
At High Knoll Wealth Advisors, we view wealth as more than just money. We take the time to understand what wealth means to you, actively listen to your goals and desires, and communicate clearly so you can make informed decisions. We are a trusted partner who values your interests and is committed to holding ourselves to the highest standards of integrity and accountability.
We'll begin by getting to know you & your unique financial situation. We'll ask about your current goals, both immediate and long-term, to help us understand what is most important to you in the future.
WE ARE AN INDEPENDENT, FEE-ONLY, FIDUCIARY, AND CLIENT-FOCUSED WEALTH MANAGEMENT FIRM COMMITTED TO PROVIDING CLEAR AND OBJECTIVE FINANCIAL PLANNING AND GUIDANCE.
The Best of Lexington, administered by the Lexington Herald Leader, is dedicated to recognizing and celebrating the businesses, individuals, and destinations that hold a special place in the hearts of our local community members. We are delighted and honored to announce that we have achieved the prestigious Gold standing as the Best Financial Planner in Lexington for 2024, as voted by our valued community.
High Knoll Wealth Advisors, LLC (“HKWA”) is a registered investment advisor offering advisory services in the State of Kentucky and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HKWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of HKWA, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
HKWA operates as a registered investment advisor in the state of Kentucky. We may only transact business in those states where it is appropriately registered or excluded or exempted from registration. The distribution of information on the HKWA website is intended for general information purposes and should not be construed by any consumer or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by HKWA with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of HKWA, please contact the state securities regulators for those states in which HKWA maintains a registration filing. A copy of HKWA’s current written disclosure statement discussing HKWA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from HKWA upon written request. HKWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HKWA’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if High Knoll Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of High Knoll Wealth Advisors by any of its clients. Rankings published by publications and others generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. High Knoll Wealth Advisors does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
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