our main goal –
Our mission is to enhance the lives of business owners and high net-worth individuals and families. We offer prospective clients an efficient and holistic solution to growing and managing their wealth. Kismet Wealth Group provides wealth management, tax and accounting, mortgage and lending, real estate and insurance services through our integrated service offering.
what the future looks like –
Our vision is to revolutionize the financial services industry through our innovative approach to client servicing, enhanced thought leadership and professional unbiased advise. We believe our holistic consultative advisory model vs. the traditional sales model will provide business owners and high net-worth families and individuals more value and better results.
What drives us
Our Core Values
We are committed to being Accountable to our partners & ensure those we serve are receiving complete Transparency at all times.
Our primary goal is to provide Valuable advice & create an Educational experience for those we serve.
We are committed to operating with Integrity & Honesty.
We strive to provide Creative solutions & Innovative ideas.
We aim to be Efficient through our Integrated service model offering.
We recognize the Social Impact that we can make & are determined to affect Positive Change.
Building a Partnership
Creating a strategic partnership with our clients is part of our unique approach to client servicing. We align our clients goals and objectives with ours. The Kismet team works for our clients to provide independent and unbiased advice.
Our client makeup
Clients We Serve
Clients About Us
Heidi is by far the best real estate agent I’ve ever dealt with, I highly recommend her and her team for all your real estate needs. You won’t be disappointed:)
I’d have no hesitation
Heidi and her team is fantastic. Their top notch all-encompassing services from buying and selling to mortgage arrangements is second to none!
Get in Touch with Us
Address: 145 Front Street East