Services
What We Do
Traditional
Services Offered
At Kleberg Wealth Management, we offer a full suite of wealth management services tailored to meet the diverse needs of our clients. Whether you're an individual, a family, a business owner, or an advisor, we are here to help you achieve your financial goals.
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Wealth Planning Services:
- Comprehensive financial planning
- Retirement income planning
- Tax-efficient strategies
- Estate planning and wealth transfer
- Charitable giving strategies
- Multi-generational wealth management
- Education funding strategies
- Risk management and insurance planning
- Cash flow and debt management
- Life event planning (marriage, divorce, inheritance, etc.)
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Investment Management Services:
- Customized portfolio management
- Asset allocation and diversification strategies
- Active and passive investment strategies
- Direct Indexing Strategies
- Tax-efficient investment management
- ESG (Environmental, Social, Governance) investing
- Tactical investment strategies
- Investment performance monitoring and reporting
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Business Advisory Services:
- Business financial planning
- Cash flow management
- Employee retirement plans (401(k), SEP, SIMPLE)
- Business succession planning
- Exit strategy development
- Business transition planning
- Key person insurance
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Specialized Services:
- Trust and estate coordination with legal professionals
- Advisory services for retiring financial advisors
- Collaboration with tax and legal professionals
Accounts
We offer a broad range of account types to suit your financial needs, whether you're looking to save for the future, invest for growth, or plan for retirement.
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Retirement Accounts:
- Traditional IRA
- Roth IRA
- SEP IRA
- SIMPLE IRA
- 401(k) plans
- Defined benefit plans
- Solo 401(k)
- Profit-sharing plans
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Education Accounts:
- 529 college savings plans
- Custodial accounts (UTMA/UGMA)
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Trust & Estate Accounts:
- Revocable living trusts
- Irrevocable trusts
- Charitable remainder trusts
- Special needs trusts
- Family limited partnerships (FLPs)
- Testamentary trusts
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Individual and Joint Accounts:
- Individual taxable brokerage accounts
- Joint tenant accounts
- Transfer on Death (TOD) accounts
- Custodial accounts for minors
Products
At Kleberg Wealth Management, we offer a wide range of financial products to complement our services and meet your specific investment goals.
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Investment Products:
- Mutual funds
- Exchange-traded funds (ETFs)
- Individual stocks and bonds
- Real estate investment trusts (REITs)
- Closed-end funds
- International investments
- Alternative Investments
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Insurance Products:
- Life insurance (term, whole, and universal)
- Long-term care insurance
- Disability insurance
- Annuities (fixed, variable, and indexed)
- Key person insurance
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Cash and Income Products:
- Money market funds
- Certificates of deposit (CDs)
- Treasury bonds and municipal bonds
- High-yield savings accounts
- Laddered bond strategies
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