Wealth Management, retirement planning, estate planning, wealth transfers

Boston • Cambridge • Newport • Providence • Waltham | 888-KLR-8557

What we do

KLR Wealth Management, LLC is KLR's solution to help clients build, manage and preserve their wealth. The highly- experienced wealth management team serves as your personal CFO.

Our professionals are experienced in the areas of estate and trust, investment advisory, insurance and retirement planning. In order to maximize our effectiveness in each of these areas, we coordinate our efforts with our clients' bankers, trust officers, attorneys and other advisors.


How we do it

The first step in managing your wealth is getting to know you - your goals are our goals.

We use a consultative process to identify your current financial situation and challenges.

Learn more about how we tailor our services to meet your goals

Latest articles

How Much Should you be Saving for Retirement?
Peri Ann Aptaker, Esq., CPA/PFS, CFP, CBA

Factors to consider when creating your retirement savings plan.

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Where does my property go when I die? Title Matters - Part 1
Peri Ann Aptaker, Esq., CPA/PFS, CFP, CBA

I am frequently asked the question “whose name should be on the deed to my house?” There is no simple answer to this question . . .

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