PK Wealth Management offers you important guidance in the years preceding and following retirement...

Knowledge and Experience.

Your financial stability is affected by investments, taxes, income, expenses, lifestyle and responsibilities.

We offer a unique combination of investment, tax and accounting experience that enables us to provide comprehensive guidance to you, and to work effectively with your other advisers.

We provide comprehensive fee-based financial, investment and tax management services to pre-and post-retirement seniors and their fiduciaries. We assist in developing and implementing your goals involving wealth accumulation, distribution and transfer strategies.