KKWM starts by understanding your investment goals and objectives. We make it a priority to always maintain an objective view in helping you achieve your financial goals. Our asset management program is a prudent and conservative way of accomplishing that.

Taking advantage of our strong expertise, we will serve you with integrity, professionalism, warmth and create a…

In order to implement and manage your portfolio, KKWM has developed strong alliances that provide high quality support and options for you. Some of those alliances include:

Dimensional Fund Advisors (DFA)
Provides access to a high-quality collection of structured asset class, no-load mutual funds that are normally only available to institutional investors. 

Custodians for your accounts:
Fidelity Investments
Schwab Institutional

BAM Advisor Services
Serves as KKWM’s support and resource center.

Santa Fe Trust
An independent trust company that provides personal trust account administration, working with us for trust account investment management.

BenefitStreet
Provides access to a fully bundled, web-based competitively priced 401(k) service for plan sponsors and their employees.

AEGON Financial Services Group
Enables you to access DFA sub-accounts inside a no-load, low-cost variable annuity.

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Copyright (c) 2004, Krouse Kern Wealth Management, Inc., Buckingham Asset Management, Inc. and BAM Advisor Services. All Rights Reserved. Any links to other sites from this page are provided for informational purposes only. The products or services described on this web site are available to United States citizens and residents only and the information contained throughout this web site is intended for such persons only. No information contained herein is an offer to sell. Investors should read the prospectus of a security prior to making any investments. If you have any questions, please contact our Webmaster.