Our Approach

The decisions you make today influence the quality of your life for many years ahead. Your K.W. Chambers & Co. financial advisor will meet with you face-to-face to discuss where you stand now and what your goals are. After the meeting, we will have a clear understanding of what you are trying to achieve and help you develop a purpose-based plan to get there.

Your financial advisor will work to accomplish this by prioritizing your financial goals and properly positioning your assets with a goal of providing maximum return potential for your personal risk tolerance. In addition, we welcome the opportunity to coordinate our efforts with your existing professional advisors, such as accountants and attorneys, to ensure each expert is on the same page.

A long-term financial plan is not something that can be created once and forgotten. To be successful, it must evolve over the years as your needs and circumstances change. We monitor your portfolio results on an ongoing basis and will review changes in your personal situation as necessary to see if adjustments need to be made to your investment strategy

Long-Term Strategy

We are prepared to help you navigate the complex financial investment landscape and capitalize on opportunities that may arise.

Preparing for the Unexpected

Because your financial future depends on a variety of uncontrollable circumstances, your K.W. Chambers & Co. financial advisor provides you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses.

Choose by Life Event

Family changes and life events typically involve making important financial decisions and require thoughtful planning. Our financial planning process accounts for the need to anticipate and be ready to address changes in your life, such as getting married or divorced, increasing medical costs, starting a new career or caring for an aging parent.

This website content has been prepared for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Investing involves risk including the possible loss of principal. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. The accuracy and completeness of this information is not guaranteed and is subject to change. Since each investor’s situation is unique, you need to review your specific investment objectives, risk tolerance and liquidity needs with your financial professional(s) before a suitable investment strategy can be selected. Because K.W. Chambers & Co. does not provide tax or legal advice, individuals need to consult with their own tax and legal advisors before taking any action that may have tax or legal consequences.