• Services
  • Audit & Accounting
  • Tax Services
  • Forensic & Litigation Support
  • Business Valuations
  • Trust & Estate Accounting
  • Wealth Management
  • Family Office Services
  • Specialty Audits
    • Burden Fringe and Overhead Audits
    • Employee Benefit Plan Audits
    • Qualified Production Cost Audit for the Connecticut Film Credit
  • Cost Segregation
  • Financial Statements
  • Accounting Software Systems
  • Elder Care Services
• Industries
  • Manufacturing, Wholesale & Distribution
  • Construction
  • Waste Hauling/Environmental
  • Not-For-Profit Organizations
  • Real Estate
  • Healthcare Providers
  • Legal & Professional Service Firms
• Client Resources
  • Helpful Links
  • Financial Tools
  • Affiliations
  • Client Newsletters
  • Updates & Notices
• News
  • News Releases
  • Our Articles
• Community Involvement
• About us
  • Our Story
  • Our Mission
  • Brochures
• Career Center
  • Culture
  • Why work for Konowitz, Kahn & Company?
  • Benefits of working for us
  • Submit Resume
• Staff
  • Principals
  • Professional Staff
  • Administrative
• Contact us
  • Contact us
  • Directions
    • North Haven Office
    • Waterbury Office
• Home

Wealth Management

Contrary to popular belief, wealth management services are not just for the wealthy.  Whether you need a simple personal budget or a highly complex estate plan, everyone can realize some benefits. At Konowitz, Kahn & Company, we are well-prepared to provide personal attention and peace of mind in helping you to manage and preserve the money you work so hard to earn.

Our Wealth Management team will assist you in the following areas:

• Personal financial management and financial planning
• Investment consulting
• Estate, gift and trust consulting
• Asset protection
• Risk management and insurance advisory services
• Family office services
• Business succession planning