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At High Knoll Wealth Advisors, our goal is to empower you to take control of your financial future. We believe that a one-size-fits-all approach to wealth management is not effective. Instead, we work with you to understand your personal definition of wealth and create a customized investment strategy that reflects your individual or organizational needs and goals.

We'll help you develop your own investment process and philosophy, and take care of any financial details you don't want to handle. Our aim is to provide you with the knowledge, support, and expertise you need to achieve your vision of financial abundance.

STEP 1

EVALUATION

At High Knoll Wealth Advisors, we begin by getting to know you and your unique financial situation. We'll ask about your current goals, both immediate and long-term, and understand what is most important to you in the future. We'll work with you to determine a time horizon for each of your financial objectives, taking into account where you are now and where you want to be in the next 5, 10, or 20 years.

We'll also help you assess your risk tolerance and evaluate your current financial circumstances to establish an investment strategy that aligns with your goals and needs. Whether you're seeking liquidity for near-term purchases or planning for retirement, our goal is to understand what matters most to you so we can help you achieve financial success.

If you're unsure of your financial goals or risk tolerance, we're here to help you assess and clarify these important factors so that we can develop a personalized investment strategy together.

STEP 2

STRATEGY

Investing your money correctly is just as important as saving it. Unfortunately, not everyone has received proper education on investing. That's why many people put their money into various accounts without realizing that it may not be enough to sustain their wealth for the long term.

At High Knoll Wealth Advisors, we understand the importance of investing for growth. While we can't guarantee profits or protection against losses, we can offer expert guidance and establish a consistent investment process to build your confidence.

Together, we will evaluate your risk tolerance and balance your desire for higher returns with the potential for market setbacks. We will create a comprehensive balance sheet, outlining your current income, expenses, and assets and liabilities. Then, we'll design a diverse investment portfolio with a targeted asset allocation that aligns with your investment goals and estimated returns.

STEP 3

EXECUTION

In the next step, we will tailor a plan to meet your specific investment needs and objectives. Our recommendations are based on a comprehensive analysis of your goals, risk tolerance, and personal considerations.

Before implementing the plan, we encourage you to review and provide your feedback. If you have any concerns or want to make adjustments, we are here to listen and work with you to ensure you feel comfortable with your investment strategy.

At High Knoll Wealth Advisors, we prioritize your satisfaction and will not proceed until you are confident in your investment discipline, even in volatile market conditions.

STEP 4

MONITORING

Your investment journey doesn't end with just creating a plan. Life events such as marriage, divorce, or inheritance can impact your financial goals, and market changes can also affect your portfolio. That's why we prioritize ongoing monitoring and regular reviews of your investment strategy. At High Knoll Wealth Advisors, we see ourselves as lifelong partners in wealth management, not just one-time advisors. Our fee-only compensation model ensures that our advice is impartial and of the highest quality.

OUR FEES

We're Here To Be Your Accountability Partner. Schedule an Appointment With Us To Learn How.

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.

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.