Andy Kim Wealth Advisory
Strategies to help safeguard your wealth
Andy Kim Wealth Advisory has the experience and acumen to help safeguard your capital. We understand that your priorities are to preserve your wealth, protect your family, build a portfolio that generates steady income for retirement, and leave a tax efficient legacy for your heirs.
We will never press you to take risks to grow your capital, but instead focus on preserving the capital you’ve already built. We are well positioned to manage all your financial considerations through a long-term relationship based on trust and finely tailored wealth and retirement plans.
Enjoying the wealth experience.
We build relationships with our clients based on trust, sincerity, clear communication and detailed understanding. Educated investors are confident investors, so we send monthly communications full of timely information and host educational seminars. We contact you every 90 days to ask questions, discuss issues and keep in touch.Our team combines different skill sets to deliver attentive service, swift response times and a complete suite of capabilities. Our objective is to ensure that our clients know what’s happening with their accounts so that they can feel confident that we have their best interests in mind.
We have the experience and acumen to help you:
Avoid Undue Risk
Our clients hail from all walks of life, but share a conservative approach, a respect for professional advice and an understanding of the importance of saving. Having worked hard for their money, they do not wish to take risks with it. We ensure that their wealth is appropriately structured to avoid undue risk and unnecessary exposure to volatility, allocating their assets so that a downturn in one asset class will not bring about loss.
Build An Income-Generating Portfolio For Retirement
Most of our clients are retirees who desire a consistent income throughout their retirement period – which often lasts 30 years or longer. We tailor strategies designed to help deliver the comfort of knowing that the needed income will be there regardless of market direction. Even in the downturn of 2008/09, we were able to ride through the volatility and generate a steady income flow
Minimize tax
An essential part of helping clients to preserve their capital is minimizing their tax burdens. Our strategies include working closely with tax specialists from the Wealth Advisory Services team at TD Wealth to structure your wealth tax-efficiently.
Create A Customized, Integrated Wealth Plan
Our complete and integrated wealth services begin with a deep discovery of your goals, dreams, total wealth, time horizon, family and business dynamics, risk tolerance and investment preferences. Once we understand you, we create a customized, integrated investment plan, collaborating with TD Wealth specialists to cover all the bases: retirement and estate plans, wills and powers of attorney, insurance, trust services, business succession, charitable giving strategies, and much more
Provide For Your Next Generation
Tax-conscious, multi-generational wealth transfer is a priority for us. We can proudly say that, when sons and daughters inherit money from our clients, they tend to transfer their assets to us to reap the benefits we brought their parents. We then help the younger generations to manage money with wisdom and discipline.
You’ve succeeded by asking a lot from yourself, taking on measured risk and making wise choices to build affluence.
We will never press you to take risks to grow your capital, but instead focus on preserving the capital you’ve already built. We are well positioned to manage all your financial considerations through a long-term relationship based on trust and finely tailored wealth and retirement plans.
