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
Our Equity Ratio Part 2 of 2-Part Series I know, you’re probably now wondering what is the difference between equity investments and fixed income investments and you should be! A fixed income investment means you receive interest or dividend payments at regular set intervals of time until the stipulated date known as the maturity date. When you reach this date,…
Our Equity Ratio Part 1 of 2-Part Series Here at Kismet, we treat wealth management a little differently from others. We believe that managing your wealth involves more than your stock portfolio and should account for all aspects of your life. Your financial life operates much like a business. There are many moving parts which are independent of each other,…
Your Estate Planning Part 3 of 3-Part Series Another aspect which you may want to consider is setting up a trust. A trust is a legal entity that holds your assets for your beneficiary and disperses them according to your instructions. A trustee is named who will be in charge of the distribution as per your wishes. A trust can…
Your Estate Planning Part 2 of 3-Part Series Next steps in estate planning would typically include stating your Power of Attorney (POA) and ensuring you have sufficient life insurance to protect your family. POA’s are documents which give the person of your choice the power to make decisions about health, finances and legal matters in the case that you are…
