Marc Stein's Colleagues at KM Capital Group, Inc
Marc Stein's Contact Details
KM Capital Group, Inc
Marc Stein's Company Details
KM Capital Group, Inc. is a private wealth advisory practice. Our practice focuses on the needs and goals of high-net-worth families and closely held businesses. At the core of this practice is an emphasis on financial planning and professional asset management that typically spans several generations of a client's family. As independent advisors, Marc and his team provide unbiased and custom wealth management solutions for their clients. This approach builds trust along with a consistently high quality client experience. The advisors at KM Capital Group are supported by an on-staff Certified Financial Planner, a Financial Paraplanner Qualified Professional, and a Dedicated Client Services Associate. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC