Reach Your Destiny
At Kismet Wealth Group, we measure our success not by traditional benchmarks, but by how much our clients net-worth gains on an annual basis. While traditional wealth management firms and family offices measure investment portfolio’s, our holistic approach accounts for real estate asset investments we have helped our clients make, tax savings on corporate structures we implement, etc.
We help:
- Medical Professionals
- Legal Professionals
- Family Business's
- High/Ultra-High net worth individuals
About Kismet
Kismet Wealth Group is a fully diversified financial and professional services firm. Kismet has active operations in wealth management, real estate, real estate development, insurance and risk management, mortgages and lending. At Kismet Wealth Group, we measure our success not not by traditional benchmarks, but by how much our clients net-worth gains on an annual basis. While traditional wealth management firms measure investment portfolio’s, our holistic approach accounts for real estate asset investments we have helped our clients make, tax savings on corporate structures we implement, etc. Our report card is our clients net-worth statement. We align your goals with ours, this creates a mutually beneficial relationship and motivation.
How Kismet Helps You
Wealth Management
Our team provides clients with a professional, unbiased and integrated wealth management solution. We design, apply and monitor a holistic and comprehensive wealth strategy for our clients and their families.
Real Estate & Development
Our team provides of real estate professionals have decades of experience and help our clients in Buying, Selling or Renting real estate. We also assist in building a real estate portfolio of both residential and commercial properties
Mortgages & Financing
Our team is here to assist you through the process of funding the purchase of your home, investment property and vacation properties. With over 40 institutional and private lenders in our network, we can help!
Asset Management
Our team of investment professionals continuously source and underwrite both traditional and alternative investment opportunities for our clients. We aim to allocate capital strategically to achieve consistent risk-adjusted returns.
Tax Filing & Bookkeeping
As part of our commitment to holistic wealth management to help our clients integrate their business and personal affairs, we brought in house accounting back office services to help our clients from end to end.
Content To Help You Start Building a Legacy
Part 1 of 1 – Final Journal in the Kismet Ratio Series It’s the end of the year, things have gone well and you can finally put up your feet and rest, you’ve earned it. But not for too long, because at some point you’ll need to start thinking about those dreaded taxes. To be honest, they can be a…
Part 1 of 1-Part Series Tis the season…for the insurance talk! I know, it’s not the most exciting topic to discuss, but it is one of the most important and an area which everyone should know about and understand. In this case, when we say insurance, we’re referring specifically to life insurance and disability insurance. I must admit when I…
Part 2 of 2-Part Series When we said all of the previous ratios have been leading to this one, it wasn’t figuratively speaking! The wealth ratio is literally the summation and culmination of 4 of the most important ratios we have discussed. We won’t go into the details of each of these ratios as the previous articles discuss them at…
Part 1 of 2-Part Series In this series we have examined a number of ratios related to your personal and business financial life. While this is not the final entry in the series, they have been in a sense, leading to this one, the Wealth Ratio. Wealth is a general term commonly used to describe how ‘rich’ someone is. However,…