Kassira Wealth Management

A Track Record of Success in Investment Planning

The KWM Difference

We are a Fiduciary

We are independent and uphold the highest fiduciary standard. We act in our client's best interest... Always!

No Fee Arrangements

We do not receive any referral fees or third-party arrangements.

We are Experts

Combined experience of over 40 years. We also obtain the highest education standards with MBA's, a CFP and a CFA Charterholder.

Independent and Transparent

We are 100% unbiased, independent, and transparent. We are here for you and your financial goals.

Value of an Advisor

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Fiduciary Advisors generate an additional 4.81% compared to the traditional Financial Advisor according to the Russell Investments “Value of an Advisor Study”.

Wealth Management

We provide investment and financial planning to individuals and families

Retirement Plan Services

For Companies and Organizations looking for retirement plan expertise and comprehensive service.