Kimberly Rubenstein
Managing Partner, Director of Financial Planning at Undivided Wealth Management - Chesterfield, MO, US
Kimberly Rubenstein's Colleagues at Undivided Wealth Management
Kimberly Rubenstein's Contact Details
314-696-0980
St. Louis,Missouri,United States
Undivided Wealth Management
Kimberly Rubenstein's Company Details
When we meet with our clients to discuss their financial goals and aspirations, many times before the meeting even starts, they share their latest experiences with us: weddings, vacations, graduations, new homes, second homes. We enjoy seeing our clients live the lives they want and these shared events are a reminder of why we do what we do and the importance of it. The investment industry continues to evolve. It started as a transaction-based model, which evolved into an advice-driven process, also known as financial planning. We are now on the brink of a new evolution in which a client-centered process is dawning that encourages collaboration with clients. Clients are not interested in generic advice or product sales; they are searching for personalized, customized advice that is tied directly to the goals and aspirations for their lives. Let's start with this question: What is most important to you? Your answer to that question will become the foundation for your life plan, financial plan and investment plan. It will all come together into an "Undivided Plan."Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (finra.org)/SIPC (sipc.org). Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Undivided Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. Undivided Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. For additional, please contact Kestra IS Compliance Department at 737-443-2582.