Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors News Room Archive and Profile

Klingenstein Fields Wealth Advisors (KFWA) are the stewards of our clients’ wealth. We provide customized financial and investment counsel, delivered with integrity, trust and the utmost in personal service. We take pride in our ability to become your financial partner, by your side now and for generations.

We have a passion for what we do. Our history of working with wealthy individuals and families over multiple generations has instilled us with deep insight into the complexities of wealth. An in-depth understanding of your needs is the foundation for developing tailored solutions to help you achieve your objectives. As one of the largest independent Registered Investment Advisors in the country, we remain unbiased and independent, ensuring that we act in your best interests.

Klingenstein Fields Wealth Advisors
125 Park Avenue
Suite 1700
New York, NY 10017-5529
Tel: 212-492-7000

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Press Releases from Klingenstein Fields Wealth Advisors :

Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals

Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.

Klingenstein Fields Wealth Advisors Participates in a Day of Service

Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God’s Love We Deliver (GLWD), a New York-based charitable organization.

Klingenstein Fields Wealth Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference

Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) — Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association’s (IAA) 2016 Annual Leadership Conference.

Lacey Johnson, CFP, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., April 19, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm’s client base.

Klingenstein Fields Wealth Advisors releases publication on alternative investments

Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields and Co., L.L.C. today is now operating as ‘Klingenstein Fields Wealth Advisors’ as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.