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Who is Kiely Capital Management, Inc?
Kiely Capital Management, Inc is registered with the United States Securities and Exchange Commission as an Investment Advisor. The principals of Kiely Capital Management, Inc are:
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Bernard M. Kiely, President
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Yvonne C. Kiely, Vice President and Treasurer
What does KCM do?
Kiely Capital Management, Inc provides continuous Wealth Management services for approximately 40 families. These services include discretionary asset management, comprehensive financial planning, income tax planning and income tax preparation. Kiely Capital Management provides its clients with one stop shopping for all their financial needs on a Fee-Only basis. We are currently looking for family number 41.
What is Comprehensive Financial Planning?
When something is “Comprehensive” it means it takes into consideration all aspects of a topic. Comprehensive financial planning looks at;
- Your Assets, Liabilities and your Net Worth
- Your Cash Flow
- Your Income Taxes
- Your Life, Health, Disability, Homeowner’s, Long Term Care and Umbrella Insurance
- Your Investments
- Your Estate Plan
If you change one aspect of your financial profile it affects another. For example, a change in your investments or life insurance may affect your estate plan. If your planner is not a comprehensive financial planner, your estate plan will not be updated. This is why Kiely Capital Management looks at our clients’, entire financial situation.
Who will I work with if I become a client of Kiely Capital Management?
Bernard M. Kiely is the primary contact for all Kiely Capital Management clients. He handles the financial planning, tax planning and tax preparation. Yvonne is in charge of the day to day investment process at Kiely Capital Management. Her responsibilities include investment research, back room operations and investment reporting. All clients work with the principals. We don't pass our clients off to a staff person.
Who does KCM work with?
We tend to work with people in early to mid fifties up to senior citizens. Our clients tend to be two types of clients The first are people in middle management up to executive positions, the second are retirees.
Our clients are individuals and families who wish to delegate the responsibility of investing their life savings to a trusted and experienced professional. We work with individuals and families with $500,000 to $3,000,000 in investable assets.
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