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.
Learn more about our Tax Strategies & Planning Group.
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.
Contact Peri Ann Aptaker to schedule a personal meeting.