Klingenstein Fields Wealth Advisors has a legacy of successful asset management for more than 40 years. While our orientation is to the future, we are proud of our tradition of integrity and service.
We are a family-focused firm, investing our Members’ and families’ wealth alongside that of our clients—evidence of the strength of our investment convictions. We have instituted a process to ensure that the firm remains independent and continues to manage the funds of each client across multiple generations.
We deliberately limit our client roster so that each client is assured of personalized attention. At the same time, we offer resources and expertise that only a larger firm can provide.
Our mission is to maintain a family’s standard of living from one generation to another through all types of market cycles. Relying on a variety of investment strategies—primarily value-oriented, equity investing.