Kane Company Wealth Management, PCis a fiduciary wealth management firm offering a comprehensive approach to providing professional financial and tax advice. Our CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants and Personal Financial Specialists can help you develop and implement a long-term strategy that meets your financial goals.
Personal Financial Planning and Investment Analysis
Risk Tolerance and Asset Allocation Planning
Retirement Planning Analysis
Lifetime Income Planning
College Funding Analysis and Planning
Pension and IRA Rollovers
We are a low cost Dimensional Fund (DFA) Advisor (www.dfaus.com). Our firm primarily utilizes DFA funds, which provide global investment solutions with state-of-the-art portfolio design and trading. These world class funds are only available through approved fee-only advisors like ourselves, and not available to the general public. In combination with Dimensional Funds, we offer a new model of investing based on financial science and engineering, decades of academic research, and not on speculation or market timing. Click here for more information.
Income tax planning and return preparation for businesses and individuals
Assistance with entity selection for businesses and real estate holdings
Formulation of estate and gift tax strategies and estate planning