Klein Wealth Management focuses on comprehensive wealth management solutions. Our approach, coupled with HighTower’s leading investment resources, research and access, provides our clients a dynamic level of service and the right information at the right time.

Decades of Experience

With decades of experience in the areas of security analysis, investment management and philanthropic services, we at Klein Wealth Management put our knowledge to work for affluent individuals, retirees, corporations and private foundations. Our commitment to providing financial insights and education gives us a distinct advantage as portfolio managers and advisors.

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Information and advice

Information and advice—the right kind shared at the right time in your life—can help you reach goals with potentially greater success than you thought possible. The more sophisticated your financial life is, the more critical information becomes.
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