Financial Planning for Millenials

Kinwest Capital Advisors was created for the Gen Y generation, designed to help create financial health for a demographic that would normally be ignored by other financial professionals. Our vision is to empower all individuals and families in their 20s and 30s helping build financial knowledge and wealth within their accumulation period. Through our initiatives, we feel that we have the correct course of action. That course is to help support our client’s short and long-term goals, which is financial stability.

Kinwest Capital Advisors will establish a fundamental connection between each person’s unique situation and their financial options. The team at Kinwest Capital Advisors is solely dedicated to the well being of our clients. We strive to ensure each client is knowledgeable and well informed. This is evident through our relationship building approach.

We would like to be the trusted advisor that helps during your financial accumulation period. Most firms require a minimum dollar amount of assets in order to provide financial planning or advisory services. We understand that it is equally important to have sound financial direction during your early years, leading into your retirement time period. Because of this, we do not require a minimum dollar amount on assets for services. Whether you have 1 million in assets or $1500 in assets; we welcome you. We believe the individual who begin their financial education early will have a higher probability of being successful during retirement.

Philosophy

Our Philosophy is consistent across the board. We work hard to ensure the security of our nations financial well being by educating the demographic that will hold the largest percentage in the next 5 years. We believe the millennial generation will remain vital to the health of our nation. It is important that they are guided with care.

Approach

We take each individual’s unique situation and model the investment allocation based on a series of suitability questions. All investments are chosen with the client’s best interest in mind by matching need with investment opportunity.

Research

Based on a series of suitability questions and other factors which play into the decision making process, we take each clients unique situation in consideration upon determining the most appropriate investment product for their account(s). Kinwest Capital Advisors has a detailed process when it comes to researching the products or companies we choose to follow. We take a quantitative approach and direct our research towards the fundamentals of the investment selection process.

Develop

Once we have collected all of the necessary information from our clients, in order to help our advisors understand each client’s unique situation; we apply this knowledge to the development of our client’s portfolio. We factor things such as, risk tolerance, expected retirement age, college savings and things alike. This is the building phase of what we feel are the best options for investing our client’s assets.

Deliver

Based on all information gathered from our client’s, we deliver an investment recommendation based on the products we have researched and feel are the most adequate for our clients portfolio. Upon agreement, the recommended portfolio is applied.