Your Wealth Partner dedicated to Reliability and Trustworthiness

learn more

Your Wealth Partner dedicated to Reliability and Trustworthiness

learn more

OUR PROCESS

LEARN ABOUT YOU

We listen and learn. We would like to know what you hope to accomplish in the short and long term.

CREATE YOUR PLAN

We design an investment strategy that stipulates your goal, risk tolerance, return objectives, and portfolio allocation.

IMPLEMENT YOUR PLAN

We recommend which securities, funds, and/or money managers are optimal for your portfolio.

MONITOR & MANAGE

As appropriate, we adjust your portfolio to ensure it remains consistent with the parameters of your investment goals. We may also make changes based upon a changed outlook on a particular security, fund, or money manager.

REVIEW

We will offer you a meeting to deepen our understanding of your circumstances.

Your investment goal and portfolio will be updated and adjusted accordingly.

OUR WEALTH SOLUTION

ADVISOR SHARES SAME DESTINATION

INVESTMENT ADVICE

We offer guidance on your financial needs to achieve your short-term and long-term financial goals. Our advice is not only based on traditional financial instruments, but we evolve with financial industry to give your portfolio with the best possible return exposure.

SECURE RETIREMENT

Our service will increase your comfort and confidence level that you will meet your retirement goals. The retirement planning includes, but is not limited to, your social security, company pension plan, and 401k. Also, we assess the factors that impact your retirement, such as stock market conditions, inflation, and longevity.

FINANCIAL PLANNING

With our experience and resources, we guide you from the start to the moment you achieve your life goals. We will set up a series of consultations to learn about you and your goals. We consider all possible events in your life, such as buying a house, saving for your child's college tuition, and financing your child's wedding.

EFFICIENT DEBT MANAGEMENT

In today's environment, how to borrow could mean more than how to invest. Using various techniques from experience, we can help you efficiently manage your debt.

INVESTMENT ADVICE

SECURE RETIREMENT

FINANCIAL PLANNING

EFFICIENT DEBT MANAGEMENT

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DISCLAIMER: ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES - EXPRESS OR IMPLIED - ABOUT THE ACCURACY, COMPLETENESS, TIMELINESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED HERETO. NOTHING PUBLISHED ON THIS WEBSITE SHOULD BE CONSTRUCTED AS A SOLICITATION TO EFFECT TRANSACTIONS IN SECURITIES OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE.

This website (the "Website") is operated by KLK Capital Management LLC ("KLK" or the "firm"), a California-based investment advisory firm. The firm may only transact business in those states where it is registered or qualifies for a corresponding exemption under applicable state law. Publication of this Website is limited to the dissemination of general information regarding the firm's investment advisory services offered to U.S. residents of those states where providing such services is not prohibited by applicable law.

Securities Offered through M.S. Howells & Co. Memeber FINRA/SIPC.

Advisory services offered through KLK Capital Management LLC, a Registered Investment Advisor.

M.S. Howells & Co. and KLK Capital Management LLC are not affiliated

Your Wealth Partner dedicated to Reliability and Trustworthiness

Your Wealth Partner dedicated to Reliability and Trustworthiness

ABOUT US

OUR PROCESS

LEARN ABOUT YOU

CREATE YOUR PLAN

IMPLEMENT YOUR PLAN

MONITOR & MANAGE

REVIEW

OUR WEALTH SOLUTION

ADVISOR SHARES SAME DESTINATION

Contact Us

Get Started Today

KLK Capital Management LLC

Hours